Finding a Trusted Advisor: When to Hire a Professional Wealth Adviser

estate planning meeting

Finding a Trusted Advisor: When to Hire a Professional Wealth Adviser Getting your finances sorted for a secure future is like going on a big adventure. It can get complicated, and you’ll need a savvy guide you can trust. That’s what “Finding a Trusted Advisor for Life” is all about – teaming up with a […]

What’s Brewing: November 2023 Edition

What’s Brewing in the world of investing and financial strategy for the “millionaire next door” or the upwardly mobile 40-something? From life insurance myths to our thoughts on markets ….check out the latest edition of What’s Brewing!

Market Insights: Stocks End Summer with Gloomy News

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%. The Nasdaq Composite index tumbled 3.62% for the week. The MSCI EAFE index, which tracks developed overseas stock […]

Market Insights: Stocks Weather Summer Storm of News and Indicators

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment.The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The Nasdaq Composite index backtracked 2.59% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slumped 2.83%.1,2,3 […]

Market Insights: Stocks Advance and Retreat on Mixed News

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments.  The Dow Jones Industrial Average rose 2.08%, while the Standard & Poor’s 500 added 0.69%. The Nasdaq Composite Index slumped 0.57% for the week. The MSCI EAFE index, which […]

Important Update: Changes to 529 Plans and Roth IRA Rollovers

I wanted to bring to your attention an important change to 529 plans that may impact your college savings strategy. As part of the SECURE 2.0 Act, new rules allow leftover funds in 529s to be moved to Roth IRAs. However, there are many requirements and restrictions to keep in mind. Here are the key […]

Trying to Time a Recession?

Some economic indicators suggest that a recession is possible in 2023, while others give mixed signals.As we have discussed, economic fluctuations are normal, and if we enter a recession, it is not a reason to panic. As detailed below, every recession is unique, with varying lengths and severities. Putting recessions in context, in the past […]