The Bull Market Is Still Young The S&P 500 is up close to 25% on the year, making this one of the strongest election years ever. That right there is a big reason to be thankful. We remain optimistic that this bull market is alive and well, and are also thankful that this bull market …
“You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October. This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …
Have questions about how to incorporate your employee benefits into your financial plan? Talk to your financial advisor today or request an initial meeting with one of our highly qualified fiduciary advisors. Download the checklist today to get started.
Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.
October Is Misunderstood Good riddance to September, as both stocks and bonds had another rough month. When it was all said and done, the S&P 500 fell 9.3% for the worst September since 2008 and one of the worst ever. For the quarter, the S&P 500 lost 5.3%. That was the third consec …
2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.
Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”
