As many of you know, I have been a business owner for more than 30 years. Working with fellow business owners is one of my passions – and having a financial planner as an integral part of your advisory team has many benefits. Advisors who have a depth of knowledge in financial planning are a …
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The Market Rallies…
The Market Rallies… After a difficult year in 2022, the markets are off to a strong start halfway through 2023. The market rally has been driven in part by the excitement around artificial intelligence (AI) and its potential impact, as well as an economy that’s been resilient. The S&P 500 (500 large US companies) is …
3 Key Principles – Planning for Retirement
We get it. Finances can sometimes feel stressful and complicated. Life is a series of events – some simple, others complex. Planning for retirement is one of the more complex. That’s why we are dedicating a portion of our newsletter to specifically address some of the most pressing retirement planning related topics and concerns for …
Young Women are Investing Earlier
Women are making money moves where it counts. According to a recent study from Fidelity, young women are beginning to invest almost a decade sooner than those from previous generations, and are investing their excess savings outside of just retirement accounts. The average age for a woman to open her first brokerage account is now …