Archive for August 2023
No Shoes Required
Written By: Anna Carlson “There is a whole new kind of life ahead, full of experiences just waiting to happen. Some call it ‘retirement.’ I call it ‘bliss.’” – Betty…
Read MoreMarket Corrections Can Happen During the Good Years Too
Written By: Ryan Rinehart 2023 has been a great year for the stock market so far. The S&P 500 is up just over 15% YTD while the Nasdaq is up…
Read MoreFitch Downgrades U.S. Credit Rating
Written By: Matt Jaskolka Fitch, along with Moody’s and Standard & Poor’s, are credit rating agencies that rate the viability of investments relative to the likelihood of default. Last week,…
Read MoreHow to Choose the Right Trustee and Executor for Your Estate
Written By: A. Suzanne Robertson, CFP® My post on 6/30/2023 (here) discussed the importance of having a will and how a well-written trust can supplement your will to help protect…
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