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Enjoy this month’s edition that features a review of the stock and bond markets so far this year and a note about some coming tax law changes.
Before we start thinking about the so-called “September Effect”, let’s continue to revel in the performance of our investments so far this year.
Enjoy this month’s edition that features an analysis of the stock market, a tool to find lost or forgotten 401(k)s, a review of Social Security and a summary of a Vanguard study that found value from hiring an advisor.
Enjoy this month’s edition that features stories of extraordinary fraud experienced by two of our clients, a mid-year review of the stock and bond markets and a terrific description of financial independence I read recently.
Please, please – if you read nothing else in this newsletter, please read this:
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