CEO Message Happy New Year! As much as I love the holidays, as a creature of habit I have to admit I was more than ready to get back to a somewhat regular schedule this week. While we usually send out a monthly market recap, for this edition we’ll be recapping all of 2024. (Works…
Message From the CEO Halfway through December already. I’ve procrastinated putting up our outside lights so long that now I’m thinking it probably makes sense to just try again next year. Read on for some quick updates on the economy this month. -Kevin Should We Panic or Just Pass the Eggnog? Ah, the holidays—a time…
CEO message Hope you all had a good Thanksgiving. I somehow managed to cook for 15+ people despite having an ambitious bird that cooked faster than he was supposed to – throwing off my meticulously planned timing schedule. Hope your tables (and bellies) were full too. -Kevin Two Important Housekeeping Notes Back to your regularly…
Have you ever had to deal with a “white elephant inheritance”? Not the actual pachyderm, but what Merriam-Webster calls “a property requiring much care and expense yielding little profit” or, more simply, “something of little or no value.” Of course, we’re not talking about the sort of “white elephants” you might get in a humorous…
Now that the election is finally, mercifully behind us, let’s quickly review what might happen with regards to your taxes and investments. If you read our pre-election guide, you saw that what we deemed as one of the two most likely outcomes has come to pass: Republicans now control the White House, House, and Senate….
Happy Halloween to those who celebrate. Just a brief update for now as I’ll be sending a longer email next week when we know who’s moving into 1600. Economic Uncertainty and Election Tensions Shape the Month October has brought volatility to the S&P 500, now up around +1.3%, as it contends with election jitters. Economic…
Message From the CEO I’ve already dipped into our stash of Halloween candy. I’ve always been a big proponent of testing and quality control. Read on for some important updates on the economy, the markets and the election. -Kevin “The suspense is terrible. I hope it lasts.” In case you forgot, the election is approaching…
Message From CEO Happy October everyone. This month has football, my birthday, and cool weather. Hard combo to beat. Read on for a recap on last month’s markets and what to look for in the weeks ahead. A Good Month The stock market had a relatively steady positive month (thankfully). Most of the suspense relating…
Message From the CEO It’s halfway through September and things are looking up. Read on for some important updates. -Kevin A Strong Push Ahead When I sent out the last update I mentioned the first two things to watch for were the Presidential Debate and the Rate Cuts. We just had the first and are…
For many Americans, Social Security represents a critical component of their retirement income. However, navigating the complexities of Social Security benefits can be daunting, leading to missed opportunities for maximizing retirement income. Here are insights into effective strategies for optimizing Social Security benefits, and empowering individuals to achieve financial security in retirement. Understanding Social Security…