Market Week: May 2, 2022

The Markets (as of market close April 29, 2022) The markets seemed to react with fear last week. The major indexes fell, with about 90% of S&P 500 stocks losing ground and every major market sector closing in the red. Investors turned to bonds, sending the price...

Client Letter | An Attractive Entry Point | April 28, 2022

Dear Valued Investor, It has been a turbulent 2022 so far for investors. The S&P 500 Index is on track for its worst April in more than 40 years, the Nasdaq entered a bear market on April 26 with its more than 20% decline, and bonds, which typically provide...

May 2022 Newsletter

Closing the Social Security Funding Gap Addressing the Social Security funding shortfall will require difficult choices. More Details What’s Your Retirement Dream Elevator Pitch? Being able to summarize your retirement dreams and plans in 30 seconds may help you...