At my firm, I work a lot with “younger clients” (I’ll define this as individuals and couples in their early 30s to early 40s), many of whom are just starting their financial journey. As such when you’re starting out, laying a strong financial foundation is vital. As such, part of this foundation involves understanding and […]
Archives for August 2024
Mid-Year Update: Market Commentary, Election, and Links
In this short quarterly update post, I am sharing a 2nd Quarter Market Commentary/Outlook, an Election/Investing piece, and a compilation of articles/podcasts/other media links that I’ve come across recently. I hope you enjoy! Market Commentary I created the below summary of the markets and economy this year and the outlook heading into the second half. We […]