April 2023 Newsletter

How Changing Shelter Costs Influence Inflation

Fast-rising U.S. shelter costs were the top driver of inflation in 2022, which may be a trend that has already shifted.


Social Security Offers Benefits from Birth Through Old Age

Social Security is much more than a retirement program. Most Americans are protected by Social Security throughout their lives.


Diversifying with Market Caps

Holding stocks in companies of varied sizes could help diversify the stock portion of your portfolio.

Keep an Eye Out for IRS-Related Scams

It’s important to keep an eye out for tax scams.

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