Archive for December 2022
December 2022 Market Update
Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email December did not bring the good tidings investors wished for – and typically see in the final month of the year – as most major asset classes struggled at the end of an especially volatile year for the capital markets. December is historically…
Read MoreBeware: Scams Targeting Senior Citizens
Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email The advent of technology has most definitely increased productivity, efficiency, and connectedness across the globe, but its rapid development has created some unforeseen circumstances. In 2021, over 90,000 senior citizens were victims of fraud with a staggering $1.7 billion in losses (ncoa.org), up…
Read MoreThe 12 Days Of Christmas
Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Click on photo to view THE 12 DAYS OF CHRISTMAS.
Read MoreRapid Fire Question #10: What Is A Trust?
You hear the phrase, “That was in a trust”, but what exactly is a trust. Jeff Sr. details what is a trust in this Rapid Fire video. Click below to share. Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email
Read MoreNovember 2022 Market Update
Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email November gave investors reason to be thankful, including a bucket of good-enough economic news that contributed to a second consecutive month of gains. Better-than-expected inflationary data and signals from the Federal Reserve (the Fed) that its interest rate hikes may soon slow –…
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