Life Events, Market Events
Quick Takes November started where October ended, with strong stock returns and new record highs. Since June, it was the best week for the S&P 500 Index, and all major U.S. equity indices closed the week at all-time highs. Small-cap stocks led the way with a +6.1%...
Financial Planning, Life Events
Regardless of the stage of life you find yourself in, considering financial planning for life-long peace can be highly beneficial. Whether you are just starting, or you’re already in your golden years, it’s important to plan for your future. In this blog,...
Financial Planning, Life Events
When people hear the term “long-term care,” many picture a nursing home in the distant future. But the reality is much broader, and much closer to home. Long-term care refers to the daily support you may need later in life if a chronic illness,...
Financial Planning, Life Events
No one ever feels ready for that moment. The phone rings. The news breaks. Life changes. And while the emotional weight can feel all-consuming, there are often financial matters that need attention right away. It’s a challenging time to be asked to make...
Financial Planning, Life Events
When we talk about long-term care planning, most people focus on how it affects them: their health, their money, their independence. But what’s often overlooked is how it affects the people around them. Without a clear plan in place, the responsibility for...
