The Markets (as of market close October 31, 2022) October saw stocks close higher, the first monthly gain since July. Investors were encouraged by hopes that the Federal Reserve will pull back from its aggressive interest-rate hike policy. In addition, solid third-quarter earnings could be a sign that the economy can withstand the battle to […]

MARKETS & INVESTING October 24, 2022 It is difficult to convince yourself that if things are going a certain way they will not continue down the same path indefinitely. While deep down we know this isn’t the case, it is sometimes hard for the rational part of our brain to convince the irrational, trend following […]

If you missed our most recent Wisdom with Women on October 19th, featuring Dorothy A. Lewis MA, CFP®, Mai-Lee Coddington and Danielle Hayden discussing Social Security and Medicare you can watch the video below. We have attached a link for The Baby Boomer’s Guide to Social Security handout. The Baby Boomer’s Guide to Social Security […]

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that could impact your typical year-end planning. Mind your RMDs Be thoughtful about required minimum […]

July-September 2022 The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the possibility of those very policies leading to an economic recession. That dichotomy was not lost on Federal Reserve officials, who stoically made clear […]

Staying The Course Through Volatile Markets From the Desk of Brian Babbitt, CFA, CAIA Chief Investment Officer & Chief Compliance Officer For most of 2022, markets have been in the news as inflation, armed conflicts and growth concerns have led to meaningful market swings. This past week was no exception. For their part, financial news […]