5 Year-End Planning Items for 2022

5 Year-End Planning Items for 2022 As we approach year-end, we want to highlight a few planning items that may make sense for your personal financial situation. You may want to touch base with your financial advisor to discuss the applicability of the items below....

Quarter End Summary – Q3 2022

What Has Happened to Bonds in 2022? Conversations with clients about investment performance this year have focused on bonds. Why did our bonds lose value? What are interest rates going to do? What about inflation? We will try to address some of these concerns head-on...