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May 2023 Market Update
The month of April saw little change in the major stock indices as volatility fell to the lowest levels since November 2021. This occurred even though money supply, as measured by M2, is in the midst of its steepest decline since the 1930s, which looks…
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10 things your kids don’t want when you downsize
FAMILY & LIFESTYLE Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines. With spring in the air, now is a popular time to organize and declutter. But if you’re making a list of items for your kids or grandkids to…
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April 2023 Market Update
A lot has changed in the last month, so I wanted to provide you with an update on recent events in the financial markets. Notably, there have been failures of some regional and international banks, which, combined with ongoing uncertainty about the economy and Federal…
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Pay off debt with a plan in mind
FAMILY & LIFESTYLE Strategies for minimizing interest payments and eliminating debt. If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow…
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March 2023 Market Update
The month of February brought a reality check for investors hoping for a “soft landing” for the economy. Sticky inflationary readings over the past few weeks have resulted in higher interest rates and rising bond yields, which often lead to lower stock prices. I expect…
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Refresh and renew your portfolio this spring
RETIREMENT & LONGEVITY Review your cash flow and tend to your RMDs as tax season approaches. Market Closures April 7: Good Friday May 29: Memorial Day Dates To Remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday.…
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