by lportee53 | Nov 6, 2024 | Resources
October 2024 Market Update There was no shortage of market activity in October, with corporate earnings, a looming presidential election, and heavily scrutinized labor market data in the spotlight. Monthly payroll data showed extreme weakness on November 1st to get...
by lportee53 | Oct 3, 2024 | Resources
September 2024 Market Update Long-term investors with diversified portfolios had a solid month in September, as the S&P 500 rose for three consecutive weeks. As a bonus, the recent stock index rally was further fueled by a Federal Reserve (Fed) that delivered on a...
by lportee53 | Sep 4, 2024 | Resources
August 2024 Market Update Here’s some insights about key market developments in August 2024. A highly-expected, ready-to-cut Fed at the upcoming September policy meeting dominated headlines in August after a quick volatility spike courtesy of the Japanese Yen carry...
by lportee53 | Aug 28, 2024 | Resources
Long-Term Care: What to Know We frequently receive questions about long-term care from clients of all ages, especially from those who have experienced it firsthand with aging parents or other family members. Although many of us will eventually need some form of...
by lportee53 | Aug 28, 2024 | Resources
The Importance of Beneficiary Designations When planning your financial future, ensuring that your assets pass smoothly and quickly to your loved ones after your death is crucial. One of the simplest yet most effective ways to do this is through beneficiary...
