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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.
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%
Happy Thanksgiving
Thanksgiving is a day to share and reflect on what you’re thankful for and what is truly important in life. Today, we’re thankful for our relationships and the people
Happy Veterans Day
We owe a debt of gratitude to the men and women who have served our country. It comes at no small personal cost: family, friends, and health to name
Household Net Worth Hits All-Time High
The strength of consumer spending and household balance sheets has been a bright spot in an otherwise challenging market and economic environment. These factors have helped to keep the
The impact of regional wars on markets depends on the economy
On the morning of Saturday, October 7, Hamas, launched a surprise attack on Israel killing hundreds and plunging the region into further conflict. Israel immediately declared war on Hamas,
