Market Update Video - July 11, 2022

Market Update Video - June 22, 2022

Inflation, Interest Rates & Market Performance   




Market Update Video - June 1, 2022

Understanding Recessions and How Markets Respond 




The Evolution of Retirement

How retirement planning has become more complex

Market Update Video - May 2022

Markets, Inflation & Portfolio Re-Balancing 




Mid May Market Update

Market Update Video - April 2022

Inflation & Market Performance 




Market Review First Quarter 2022

Market Review First Quarter 2022

First Quarter 2022 Lessons Learned--or Relearned

A few things to keep in mind after an unusually difficult quarter

What is IRMAA and Why Does it Matter?

Understanding Medicare premium costs