(Still) Waiting on the Fed | Weekly Market Commentary | July 24, 2023

The first half of the year probably didn’t go the way many fixed income investors had hoped, particularly after the historically awful year last year. It wasn’t a horrible start—more in line with recent years—but expectations were high this year, with many calling...

August 2023 Newsletter

Saving for Retirement Health-Care Costs It’s no secret that health care is expensive, but you might be surprised by the savings needed to pay for health care during retirement.   More Details Put Your Money Where Your Values Are Why you should know your...

Market Week : July 17, 2023

The Markets (as of market close July 14, 2023) Wall Street enjoyed a positive week of returns, with each of the benchmark indexes posting solid gains, despite a marginal downturn at the end of last week. The financial sector began releasing quarterly updates last...