January 2024 Newsletter

Economy Staying Strong U.S. GDP has grown steadily since a drop into negative territory in early 2022. More Details Do You Have These Key Estate Planning Documents? Here are some key estate planning documents you should know about. More Details A New Year, A New...

December 2023 Newsletter

Decline in Charitable Giving Charitable giving dropped in 2022, but Americans still gave almost $500 billion to a wide range of charities. More Details Will You Work Beyond Traditional Retirement Age? More than seven out of ten workers expect to continue working at...

Market Week : September 18, 2023

The markets turned in a lackluster week, with only the Dow able to eke out a gain. The remaining benchmark indexes listed here lost value as investors tried to digest mixed economic data, this week’s Federal Reserve meeting, and the impact of the United Auto...

Market Week : July 03, 2023

The Markets (as of market close June 23, 2023) Stocks moved higher last week as favorable inflation data added to investor hopes that the Federal Reserve would relax its monetary policy, despite Fed Chair Powell’s statement that at least two more rate hikes are...

June 2023 Newsletter

Education and Earnings In general, higher education levels lead to higher earnings and lower unemployment rates.   More Details SECURE 2.0 Act Expands Early Withdrawal Exceptions An early withdrawal from a retirement account can trigger a 10% penalty unless an...