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Third Quarter 2022 Review and Market Commentary: Cruel September
Forget April, September has again proved itself to be the cruelest month of the year for investors. In the one just ended; the S&P 500 Index (‘S&P 500’) fell 9.2%. Other major indices acted in like manner. The main culprits of the third quarter’s weakness...
Tax Strategies for Retirees
Many if not most retirees will likely need to access money from savings to supplement Social Security and other sources of income in retirement. Be sure to schedule time with your adviser, retirement specialist or tax professional to help you identify a tax-efficient...
Mid-Year Review and Market Commentary July 2022
Forgive us our dentist friends but sometimes “bear” stock markets remind me of trips to the dentist. They are necessary, they are sometimes painful, and one is generally glad when they are over. Unlike dentist visits, bear markets fortunately don’t come every six...
