Outlook 2022: Passing the Baton
Just in time for New Year’s celebrations, LPL has released their Outlook for 2022, “Passing the Baton.” What do we see happening in the coming year? Click the image below Continue Reading →
December 2021: Holiday Resilience
Dear Clients and Friends: I hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a lot to be thankful Continue Reading →
October 2021: Will Change Bring Opportunity for Investors?
One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. Continue Reading →
September 2021: The Bull Market Continues
The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time Continue Reading →
Real Estate Is Booming. Is a Bust Ahead?
Anyone looking to buy or sell a home lately has probably been hit by sticker shock. Residential real estate prices have gone through the roof, increasing at rates unseen since Continue Reading →
Just in Time for Summer: A Remarkable Recovery
Dear Clients and Friends: As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Continue Reading →
Handling Retirement Shortfalls
How to address retirement savings that aren’t stacking up. No matter your age or background, saving for retirement is a common concern. Will yours be the storybook future, one spent Continue Reading →
Sell in May and Go Away?
Dear Clients and Friends: As the calendar has turned to May, the popular “Sell in May and Go Away†stock market cliché is getting a lot of airtime. This is Continue Reading →
Happy Financial Literacy Month
April is Financial Literacy Month, a time to raise awareness about the need for financial education. April 2021 marks the 19th annual Financial Literacy Month, a nationwide effort to raise Continue Reading →
Celebrate Giving Back During National Volunteer Week
Honor those who serve and inspire us to serve, April 18-24, 2021. Supporting those in need is one of the most rewarding things we can do. We offer support to Continue Reading →