Weekly Update: May 8th

Dear Friends, Do you ever wonder if having a financial plan is necessary when you have plenty of money? Some wealthy investors think that way, but in reality, having a financial plan is crucial. Here are some key points to keep in mind: 1. Medical and long-term-care costs take their toll: E …

Market Commentary: Stocks Defy Negativity

In the face of more regional bank crashes and numerous worries about the economy, the stock market continued to hang tough. In fact, stocks have rallied late for two consecutive weeks. Stocks continue to defy the negative sentiment and look ready to move higher. A common narrative is only f …

Weekly Update: May 1st

Dear Friends, If you are an investor feeling shaken by recent market volatility, you may be considering placing your money in a CD or money market fund. While these investments may offer current yields, they come with risks, which means they may not be the best solution for your long-term i …

Financial Literacy Guide

The basics of financial literacy – such as budgeting, borrowing and saving – can be difficult to teach to kids, but the rewards of a child heading into adulthood with a solid understanding of financial literacy are numerous. Download the checklist today to get started.

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