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In August we had a “Flash Crash” – a sudden and significant drop in the value of the market followed by a quick recovery.   On August 5, 2024, the S&P 500 index fell by approximately 3%1. Despite the initial shock, the market bounced back quickly. By the end of August,

Like you, I’m seeing a lot of predictions: Polls are predicting Trump will be the next president. Polls are predicting Harris will be the next president. The economy is headed for a recession. The economy is doing well. Inflation is slowing. Inflation is still bad. There are predictions that the

Highlight the importance of a tailored financial plan. Discuss the key components, such as identifying needs and dreams, setting realistic goals, and actionable steps for a secure future. Include testimonials or case studies to illustrate successful planning.

    Have you ever lost money? Not in the markets, but actual checks or other cash equivalents? How can you even know? The National Association of Unclaimed Property Administrators (NAUPA) claims that 1 in 7 people have unclaimed property. They return over $4 Billion to states each year! Let’s