Client Letter | Could the Worst be Behind Us? | October 5, 2022

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm. This has clearly been a challenging year for households. Stocks and bonds are both down significantly....

Market Week: August 29, 2022

The Markets (as of market close August 26, 2022) Despite evidence that inflation may be slowing, the central bank is committed to fighting inflation, according to last Friday’s speech from Federal Reserve Chair Jerome Powell. Wall Street may have held out hope...

Market Week: August 1, 2022

The Markets (as of market close July 29, 2022) Positive economic news and corporate earnings data helped drive stocks higher last week. Although the Federal Reserve hiked interest rates another 75 basis points, investors may expect subsequent rate increases to be no...

July 2022 Newsletter

Quick Recovery for Unemployment RateThe U.S. unemployment rate skyrocketed to 14.7% in April 2020 when the economy shut down in response to the pandemic. More Details Life Insurance Living BenefitsWhen thinking about life insurance, you might focus on the death...

Market Week: May 23, 2022

The Markets (as of market close May 20, 2022) In another volatile week of trading, stocks fell for the seventh consecutive week. A late-day surge last Friday kept the S&P 500 out of bear territory, but not enough to keep it out of the red for the week....