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September 2023 Market Commentary

For the period August 1 – August 31, 2023 Executive Summary U.S. equity markets pulled back in August for the first time since February, ending a streak of five straight monthly gains. While we are not quite out of the woods just yet in terms of avoiding a recession, the soft-landing rhetoric continues to pick up steam.
Investing

September 2023 Market Commentary

For the period August 1 – August 31, 2023 Executive Summary U.S. equity markets pulled back in August for the first time since February, ending a streak of five straight monthly gains. While we are not quite out of the woods just yet in terms of avoiding a recession, the soft-landing rhetoric continues to pick up steam.
Wealth Planning

What Is the Sandwich Generation? The Challenges of Juggling Caregiving & Parenting

Navigating life as a middle-aged adult in recent years feels like juggling fire while walking a tightrope—intense and demanding. The mounting pressures aren’t just about looking out for number one; they’re about holding up multiple generations. Welcome to the “sandwich generation!” Picture this: you’re caught between aging parents who need care and kids who aren’t quite ready to fly the nest.
Sep 6, 2023