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...

Market Week: April 18, 2022

The Markets (as of market close April 14, 2022) Stocks ended last week mostly lower. Each of the benchmark indexes listed here closed down during the holiday-shortened week, as Wall Street was closed in observance of Good Friday. Tech shares slid lower, pulling the...

Global Portfolio Strategy | April 7, 2022

Key changes from March report Reduced S&P 500 yearend fair value target to 4,800 – 4,900. Slightly reduced equities overweight and fixed income underweight Increased yearend U.S. 10-year Treasury yield forecast to 2.25% – 2.5%. Upgrading healthcare view to...