I recently put together this quarterly market and economic commentary for my firm. We send it to our clients each quarter. I wanted to share it with you as well. After the commentary, you’ll find some Year-End Financial Planning topics that may be of interest. Market and Portfolio Commentary Equities The equity markets continued to […]
Archives for October 2024
Financial Planning Education – Life Insurance
As I mentioned in my previous post on Disability Insurance, I work a lot with “younger clients”, many of whom are just starting their financial journey. When you are starting, laying a strong financial foundation is vital. As such, part of this foundation involves understanding and managing potential risks that could derail your current and […]