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Market Commentary: Welcome to December
Welcome to December Can you believe we’ve made it to the final month of the year? Stocks gained nicely in October and November (more on that below), but now we head into the jolliest month of them all. The good news is no month is more likely to be higher for stocks. The S&P 500 …
Tax Planning Checklist
Over the last year, we experienced an economic recovery from an ongoing global pandemic, new and pending legislation that affected taxes and retirement planning, and more. So as you prepare to file your taxes, don’t just pack a folder with receipts and important documents. Consider th …
Charitable Giving Strategies in a High-Income Year
Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …
Market Commentary: A More Positive 2023
A More Positive 2023 Stocks continued to move higher last week, with the Dow back above 34,000 and officially closing at a new seven-month high along the way. After energy led the rally, several other sectors, including financials, health care, materials, and industrials are now participati …
Market Commentary: Gridlock Can Be Good
It is Thanksgiving week, so we want to review a few reasons for investors to be thankful. Yes, it has been a tough year. But things are looking better, and we expect more improvement in 2023. Gridlock Can Be Good The first reason to be thankful is stocks have continued to rally off their Oc …
Investing for Women
Change happens. And whether we carefully plan for these changes, or we are taken by surprise by change, it’s how we react to those changes that help dictate if they will ultimately be to our advantage. Whether it’s a sudden inheritance, or a divorce settlement that is higher tha …
