WorthWhile Reading

Weekly Market Update

Weekly Market Update

Last week             . . . the S&P 500 index gained 1.1% last week as investors took notice of consumer spending increases while inflation eased in October, and the November job gains were stronger than expected.   The S&P...

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Weekly Market Update

Weekly Market Update

  Last week . . .                 the markets added another layer to the media-missed upward trend for equities making this the fourth of five weeks of gains. Not to miss an opportunity to continue fear mongering, financial...

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Designing Your Retirement

Designing Your Retirement

  Envisioning how your life will be different and who you want to be in retirement can feel almost impossible. You have spent most of your years working around a company's or client's schedules and needs. Now it's time to think about how you want to spend your...

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Weekly Market Update

Weekly Market Update

  Since the last update the markets have moved past the election – (it’s now old news), earnings season has wound down and the most recent inflation report (PCE) came in below expectations. Appropriately, the market has given back more than it took the prior...

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Preparing For A Financial Emergency

Preparing For A Financial Emergency

  Undoubtedly, in the dynamics of life, you’ll deal with more than one curveball. This may show up as an unforeseen home or car repair, medical emergency, sudden loss of employment, or even the loss of a loved one. These events can stress various aspects of our...

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Weekly Market Update

Weekly Market Update

  The markets took back some of those gains from last week!     With the election around the corner as of 11-4 and the Fed reporting their continued plans for interest rate hikes, the market remains uncertain which direction to move. The Fed increased...

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Open Enrollment

Open Enrollment

  It’s open enrollment for Medicare, a time when experts recommend you review your Medicare coverage to see if you need to make a change.   Open enrollment runs from Oct. 15 through Dec. 7, giving beneficiaries a window in which to review options, including...

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