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Check out the latest insurance happenings, information about our workshops and important news that might impact your health insurance, retirement or investments. So keep checking in. We’re glad to have you reading along.
October Market Update and November Election Result Information
I hope all is well with you. I’m reaching out today with a timely overview of October market and economic developments. Politics today is a polarizing topic and generates
How Tax Proposals and the Election Impact Investors
With less than two months until the presidential election, the policy platforms for President Donald Trump and Vice President Kamala Harris are gradually forming. Through speeches and debates, each
Stock Market All-Time Highs
To paraphrase Ernest Hemingway, shifts in the stock market often occur “gradually, then suddenly.” Over the past month, the market has rotated from large cap technology stocks to small
Quarterly Review
I hope the summer is treating you well! As we enter the second half of 2024, now is the perfect time to review the last quarter. Overall, bulls continued
Happy Independence Day!
How amazing is it that I have the freedom to write anything I want in a holiday email? Okay, not anything, this is a highly regulated industry. But the
U.S. Equity Indexes
Hope all is well with you. After a strong March, major U.S. equity indexes retreated in April. Rising Treasury yields were a prevalent theme for much of the month,
Major Stock Indexes
Hope all is well with you as we head into the first weekend. Stock index investors were in command throughout March as the recent rally continued and showed signs
Loss Aversion and the Impact of Sequence of Returns
The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably
2024 Market Outlook
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7%
