by admin | Jan 5, 2024 | Weekly Wrap
Dear Friends, The financial markets experienced a rocky start to 2024, which might raise some concerns initially. However, this is a natural short-term correction after a two-month rally at the end of 2023 as short-term investors harvest gains in the new year. Find...
by admin | Dec 22, 2023 | Market Outlook, Weekly Wrap
Dear Friends, We wish you and your families a happy holiday season. Looking back at 2023, it has been a complex year full of challenges and opportunities. We experienced the fear of recession, the Fed’s hiking and tightening policy, a banking crisis, a potential...
by admin | Dec 8, 2023 | Financial Planning
Dear Friends, 2024 is a leap year and taking that extra day to implement financial planning strategies can serve you well for decades to come! We have included in this week’s newsletter a number of financial goals to consider for 2024. As you give thought to the...
by admin | Dec 7, 2023 | Financial Planning
Dear friends, Many of you have called about investment into a Certificate of Deposit (CD) and Money Market Fund. A certificate of deposit (CD) is a savings product that earns interest on a lump sum of money for a fixed amount of time. CDs differ from savings accounts...
by admin | Nov 22, 2023 | Weekly Wrap
Dear Friends, We wish you and your families a happy Thanksgiving. Over the past three weeks, the S&P 500 has enjoyed its best performance since 2020 as investors have started to regain confidence with cooling inflation. As we start to look toward the year’s end,...
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