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August 2023 Market Update
The big news recently, aside from the imminent return of college football, is that Fitch, a bond rating agency, has downgraded its rating of US government bonds from AAA to AA+. This downgrade by Fitch is the second time in US history that a major…
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Retiree in Training
RETIREMENT & LONGEVITY Practice makes perfect when it comes to retirement. Are you ready to retire? Are you sure? Think about it before you say, “Yes!” Most of us really look forward to the idea of well-deserved, unstructured free time. A time to do exactly…
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July 2023 Market Update
Happy summer! As we head into the second half of 2023, I wanted to take a moment to look back on how the year has started. It’s been a good, or possibly even great, start to the year for stocks, depending on which stocks we’re…
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Have you prepared your personal documents for an emergency?
FAMILY & LIFESTYLE Proactive organization can make insurance claims and other recovery activities easier. Preparing for an unexpected storm or fire can help protect both your personal and financial well-being. Consider these recommendations for protecting important documents and making a swift, safe evacuation. Saving your…
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June 2023 Market Update
I hope you all had a fantastic Memorial Day weekend and are excited about the summer season ahead. I, for one, am looking forward to longer days and maybe a couple of vacations. I hope you get to enjoy some relaxing time as well. Let’s…
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Retirement doesn’t have to mean leaving your career behind
RETIREMENT & LONGEVITY More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are…
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