September 2025 Newsletter

Boomer Homeownership and RetirementBaby boomers hold about half the nation’s home equity, amounting to more than $17 trillion. More Details Life Insurance Might Help During Turbulent Economic TimesLife insurance may be helpful during tough economic times. More...

Market Week: August 18, 2025

The Markets (as of market close August 15, 2025) Stocks enjoyed another winning week, despite a pullback last Friday. Overall, investor sentiment remained optimistic due to continued expectations of an interest rate reduction by the Federal Reserve next month. The...

Market Week: August 11, 2025

The Markets (as of market close August 8, 2025) Wall Street rebounded from the previous week’s sell-off. Stocks jumped higher last Monday, aided by major dip-buying. However, investors pulled away from risk midweek, particularly following President Trump’s...