Market Updates – March 2022
Positive March Wraps Shaky Quarter for Markets Equity markets partially bounced back in March. The S&P 500, Dow Jones Industrial Average (DJIA), and Nasdaq [...]
2022 Q1 Newsletter
War & Inflation The first quarter of 2022 was unsettling and volatile, both globally and for financial markets. There were few safe havens [...]
Fixed Income Investment Strategies
4 Ways to Mitigate Inflation Risk Fixed income investments (also known as bond investments) play an important role in a well-diversified portfolio, potentially serving [...]
Market Updates – February 2022
Markets Slide in February Markets sold off in February, driven by continued concerns about inflation and the Russian invasion of Ukraine. The S&P 500, [...]
Tax-Smart Planning Strategies
Minimizing your annual income taxes requires a regular review of your overall financial position. With tax season underway, now is the perfect time to [...]
Market Updates – January 2022
Rocky Month for Markets Equity markets had a rough start to the year, with concerns about inflation and rising case growth in the first [...]
Debt Management in a Healthy Financial Plan
Wise debt management is a key component of healthy and effective financial planning. Today, most people carry some amount of debt to finance a degree [...]
2021 Q4 Newsletter
Another Record The US stock market continues to surprise, closing out 2021 with another strong quarter. The S&P500 rebounded from a rough September and moved [...]
Market Updates – December 31 2021
Solid December Caps Off a Strong Year for Markets Markets rallied to finish out 2021, with all three major U.S. indices notching gains for [...]
Market Updates – November 30, 2021
Mixed Month for Markets Equity market returns were mixed in November due to the appearance of the COVID-19 Omicron variant. The S&P 500 declined [...]