Newsletter and Blog

This week is mid-term elections, and while it is a topic of much debate and discussion on main street, Wall Street traditionally does not put significance on them.

A financial plan evolves through time and your needs. Most adults should start with a basic plan that concerns household savings, debt, and cash flows. As your lifestyle changes, the basic plan can evolve to account for education, travel, and other expenses.

Nothing new here. We figured the 4th quarter would be choppy, and so far, it has not disappointed. We began with an excellent upward lift that was short-lived and a reminder to stick to the data and not the narrative.

What we believe were some of the factors that contributed to yesterday's downturn are the same as they were earlier in the year.

We are coming up on the end of year To Do’s in the world of finance, so as a reminder, here are some (not all) topics and things to keep in mind.