Monthly Client Update – August 2023

S&P 500 and Dow Jones Trade within 5% of their all-time closing highs

Five Big In-Retirement Money Mistakes – And How to Avoid Them

Errors we make with our money during retirement can jeopardize the careful planning we did during our working years. This month’s Flash Report looks at some of those key mistakes as well as ways to sidestep them.

What are the Pros and Cons of Investing Apps?

What can investing apps do to help you reach your goals? Here are the pros and cons of apps and how they might be able to help you reach your goals.

It’s Time to Address the Financial Literacy Problem. Here’s How.

Americans’ ability to understand basic financial concepts and put them to use in their lives has fallen to historic lows. This month’s Flash Report offers advice on key financial concepts.

Preparing for Your Child’s Financial Independence — A Blueprint

What steps have you taken to secure your child’s financial future as they embark on their independent life? There are several crucial financial considerations to keep in mind.

What are Bond Yields and Why do They Matter?

We’ve been answering the questions many investors are afraid to ask and we’ve finally come to “yield”. What is it? How is it calculated? And how much attention should you give it? We’re going to break it down for you.

Founding Mothers

Have you ever wondered about the women of the American Revolution? Surely there were women who fought and labored for independence. What about the Founding Mothers?

Schwab Merger Update

Schwab and TD Ameritrade will be merging over the Labor Day weekend. Here’s what you can expect…

Debt Crisis Averted

Last month we briefed you on a potential debt ceiling crisis. Today we have GOOD NEWS on both the debt ceiling and the potential of a recession.

The History of Juneteenth

As we take the day off to recognize the importance of this day, we want to offer a bit of history in how it came to be America’s newest federal holiday.

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