Market Update – November 4th, 2024
Stocks wrapped up October on a negative note, as last week delivered a series of important economic data points. The October jobs report showed the slowest hiring pace since 2020…
October: Bulls and Bears
October was a mixed month for markets, but our market cycle assessment remained bullish. Despite this reading, we maintain concerns that the market may be cooling from a bullish run.
Seven Mistakes That Can BREAK Your Budget in Retirement
Retirement is a time to enjoy the fruits of your labor, but even savvy investors can stumble into financial pitfalls that could derail their carefully laid plans.
Navigating Election Uncertainty with Confidence
We understand the challenges that election periods can bring to your financial landscape. That’s why we’re not just advocating for calm and confidence but actively employing strategies tailored to safeguard your investments through times of uncertainty.
Expenses Every Retiree Should Be Prepared For
As you approach retirement, the excitement of enjoying newfound freedom comes with the need for…
Market Update – October 28th, 2024
Markets continued their positive trend last week as retail sales posted better than expected, increasing by 0.4% in September, though real retail sales showed a slight decline annually after adjusting for inflation.
Navigating Your Retirement Journey: The 7-Step R.E.T.I.R.E. Process
Retirement is a milestone that offers the promise of new adventures and relaxation. However, to…
Election Uncertainity
Considering all of the unknowns and the uncertainty of what the markets could do come…
Market Update – October 21st, 2024
Markets continued their positive trend last week as retail sales posted better than expected, increasing by 0.4% in September, though real retail sales showed a slight decline annually after adjusting for inflation.
Market Update – October 14th, 2024
Stocks rallied last week on hopes of a soft landing and a strong start to the Q3 earnings season, with the S&P 500 closing above 5,800 for the first time.
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