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 [...]
Ways to Better Protect Yourself from Identity Theft
As we learned from the Equifax breach in 2017, we can fall victim to identity theft through no fault of our own. Although it [...]
Charitable Gifting
Strategies for the Season of Giving For many, the holidays are a time for giving back, whether by donating to a favorite charity or [...]
Market Updates – October 31, 2021
Sweet October for Markets Markets rebounded from September’s pullback with strong results in October, driven by improving economic conditions and a better-than-expected start to [...]
Year-End Financial Planning
10-Point Checklist From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another [...]
2021 Q3 Newsletter
Not So Fast The “great re-opening” began to stall during the third quarter, ushering in a wave of volatility in the stock market. [...]
Market Updates – September 30, 2021
Rocky September Leads to Mixed Quarter for Markets Markets pulled back sharply in September after setting record highs in August. The S&P 500 declined [...]
