by Judy Esau | Dec 21, 2020 | Weekly Wrap
Stocks slipped from record highs in volatile trading on Friday as lawmakers struggled to bridge differences on additional coronavirus stimulus measures. The Dow Jones Industrial Average fell about 124.32 points, or 0.4%, to 30,179.05. At its session low, the...
by Judy Esau | Sep 25, 2020 | Market Outlook
This week, we wanted to address why some people say that September is the worst month for investing? Often in the financial media, you will hear people refer to specific times of the week, month, or year that typically provide bullish or bearish conditions. One of the...
by Judy Esau | Aug 10, 2020 | Financial Planning
Your employee benefits are important to your short- and long-term planning goals for you and your family. Often, sorting through the maze of choices and homing in on how these choices affect you personally can be confusing. Many people don’t have the time or interest...
by Judy Esau | Mar 5, 2020 | Market Outlook
In our last client communication, which we sent earlier this month, we addressed the latest news about the coronavirus, now identified by the World Health Organization (WHO) as COVID-19. Since that time, the virus has spread well beyond the borders of China and has...
by Judy Esau | Dec 13, 2019 | Financial Planning, Retirement Planning
With the year coming to an end, we want provide insight that may be useful to either you, your family members and friends for 2020 retirement and financial planning. If you’re still employed, a great place to start your planning is with your employer benefits....
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