Major Index Returns – Q1 2023 Markets roared higher in the 2nd quarter and ended the first half of the year with excellent returns overall. Most of the performance has been driven by inflation that is cooling faster than expected, strong jobs data, and better than...
As most rising college freshman are on the cusp of becoming legal adults, many of these legal documents can help them to protect themselves and allow you as their parent to help them should something unexpected happen. It is important for your teen and you to discuss...
Congratulations! Your child has successfully navigated their high school years and is preparing to embark on the exciting journey into college life. As CERTIFIED FINANCIAL PLANNER TM Professionals, we understand the importance of setting a strong financial foundation...
A Boost for Couples’ Financial Well-being In a world where healthcare costs continue to rise, it’s crucial for individuals and families to have access to robust financial tools that can help them navigate these expenses. Health Savings Accounts (HSAs) have...
June 2023’s Investment Commentary sheds light on the current market situation with an overview of major index returns, stock valuations, and economic indicators. Stay informed about the current market landscape with this comprehensive analysis. Major Index Returns –...
Major Index Returns – QTD & YTD 2023 Markets have been mixed early on in Q2. U.S. Small Cap and Mid Cap stocks (S&P 600 and S&P 400) as well as Emerging Markets stocks have been the biggest laggards thus far, while U.S. Large Cap and International...