What are your goals for 2025?

What are your goals for 2025?

Dear Friends, 2025 is the year to focus on implementing financial planning strategies that can serve you well for decades to come! We have included in this week’s newsletter a number of financial goals to consider for 2025. As you give thought to the future, please...
Weekly Wrap: Setting the Stage

Weekly Wrap: Setting the Stage

Dear Friends, As the stock market wrapped up a strong 2024, and we look ahead to 2025, the economic foundation remains stable. Corporate profits are rising, and the Federal Reserve (Fed) is expected to continue cutting rates next year, which will likely keep the...
Weekly Wrap: Pragmatic Optimism

Weekly Wrap: Pragmatic Optimism

Dear Friends, Looking back on 2024, it clearly echoed many of the themes from 2023. There were some brief economic growth scares along the way, but the broader economy continued to defy expectations and surprised once again to the upside. As 2025 approaches, there are...
What are your goals for 2025?

Weekly Wrap: A November to Remember

Dear Friends, Solid gains for stocks gave investors a November to remember. In fact, the S&P 500’s more than 5% advance marked its best month of 2024. Several factors played into the stock market’s continued move higher. The U.S. economy continued its steady run...
Weekly Wrap: Annual Planning Calendar

Weekly Wrap: Annual Planning Calendar

Dear Friends, Whether you make a New Year’s resolution or simply make a ‘to-do’ list each January, we thought we could help you stay organized with important financial planning considerations in the new year. Taking on all aspects of financial planning at one time may...