November 2021 Recap

Written By: Dan Moylan, Chief Investment Officer (on December 3, 2021) U.S. stocks gave back much of their October gains this past month.   November saw the S&P off -1.37%, the DOW was off -4.35% and the Nasdaq -2.53%.  The number one headwind for November was the discovery of the Omicron variant of the virus.  The uncertainty around this variant pressured…

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Social Security Considerations

Social Security is a part of most working American’s retirement plan. And there are many different scenarios to work through in order to optimize your Social Security benefits the most. In this week’s video, Scott discusses Social Security and shares considerations beyond “the monthly amount” – including tax implications, survivorship, income stability, and more. For more…

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