Your Legacy – Our Playbook

Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Though the markets remained optimistic about the chance for a bipartisan deal on extending the federal debt limit, May was nonetheless a time of waiting and seeing, extending a streak of equity market choppiness into a second month. Affirmation came during the Memorial…

Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Though equities have proven resilient, more of the long-expected effects of the Federal Reserve’s (the Fed’s) rapid interest rate-raising policy arrived in April. “After nearly 500 basis points of tightening, cracks in the labor market and economy are starting to show,” said Raymond…

Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Click on photo to view FACING THE COMPLEXITIES OF MEDICARE BROCHURE.

Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email In other contexts, a string of positive economic data, including reports on jobs and retail sales, would provide a tailwind for equities. In these inflationary times, however, the specter of the Federal Reserve’s (the Fed) commitment to cooling the economy via higher interest…

Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email As you prepare for tax season, here is some information that you may find beneficial. This information is to assist you in retrieving your documents easily and with frequently asked questions. Online Documents? You can access online tax documents by signing into Client…

Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation builds on retirement…

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…

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…

Share on Facebook Facebook Share on Linkedin Linkedin Share on Email Email Click on photo to view THE 12 DAYS OF CHRISTMAS.

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 –…