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 […]
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 […]
Financial Planning Education – Disability Insurance
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 […]
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 […]
Holiday Reads
I’m sharing a compilation of articles and links that I’ve enjoyed reading over the past few weeks. It’s a wide range of topics so sit back, sip some coffee, and enjoy these reads and listens over the holidays. I hope everyone has a wonderful Christmas, Holidays, and New Year! If you like this post, share […]
Year-End Financial Planning
I don’t know about you but it’s hard to believe we’re about to wrap up 2023. I put together a quick year-end post for several planning items to think about now or into next year. I’ve also included this 2024 Key Financial Data Guide for easy reference. It has many key items that can help […]