Dear Valued Client, The S&P 500 lost 3.3% in the third quarter after sliding nearly 5% in September. Putting this into perspective, nothing really qualifies as out of the ordinary. Since 1950, the S&P 500 has historically declined in September 55% of the time, posting an average decline of 3.8%. September has certainly lived up … Read More about Staying The Course
Protect Financial Information from Prying Eyes on the Web
As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals. Visitors to financial websites have created a large mass of information that is, in some cases, hardly private. Many marketing companies routinely employ software programs designed to identify you … Read More about Protect Financial Information from Prying Eyes on the Web
Social Media Influencers vs. Financial Professionals
One is based on personal experiences and the other is grounded in theories As the digital age reshapes traditional norms, a dramatic shift in the sources of financial advice is emerging among young investors. Betterment, a leading online investment company, recently surveyed 1,200 investors from Gen Z to baby boomers about their preferred sources of … Read More about Social Media Influencers vs. Financial Professionals
The Importance of Long-Term Care Planning
The statistics on longevity show that people are living longer and will likely need long-term care (LTC) at some point in their lives. The unknowns each of us faces are how many years we will need LTC and what it will cost. With the cost of LTC increasing year over year, not considering how it … Read More about The Importance of Long-Term Care Planning
Succession Planning for Women Business Owners
Women entrepreneurs face a unique set of hurdles when it comes to starting new businesses, particularly in a post-pandemic world. In 2021, women started about 40 percent of all new businesses, and this figure has remained fairly steady for decades.1 With the unique stresses of operating a brand-new business, many women business owners may not … Read More about Succession Planning for Women Business Owners
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