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October 2023 Market Update
I can’t believe I’m writing this, but we are in the final quarter of the year! I’m glad for the cooler weather that came over the weekend, but I will miss the long summer days. Investors are probably glad that September is over, though. The…
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Lessons from famous female philanthropists
How we can give big – and be smart about it. MacKenzie Scott made headlines when she gave part of her Amazon fortune away after divorcing Amazon founder Jeff Bezos. And she’s not the only woman who’s made waves in the philanthropy space. Melinda French…
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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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