January 2021 Newsletter

Different Inflation Measures, Different Purposes

The Consumer Price Index is often mentioned in the media, but the Federal Reserve focuses on “core PCE” when setting economic policy.

Sequence Risk: Preparing to Retire in a Down Market

Dividing your portfolio into three baskets may help address sequence risk — the risk of experiencing poor investment performance at the wrong time.

Watch Out for These Financial Pitfalls in the New Year

As people move through different life stages, there are new financial pitfalls around every corner. Here’s what to watch out for.

Four Tips to Help Avoid Burnout While Working from Home

The coronavirus pandemic has completely changed the corporate landscape.

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