Do you have any Financial Regrets?

Do you have any Financial Regrets?

As financial planning
is all about minimizing stress in your present and maximizing
confidence in your future, here are five common financial regrets to be aware of so you be sure to avoid them in the future. If you need help with any of these, remember that we are here!

2024 Q3 Market Recap

2024 Q3 Market Recap

It’s always great to start with the words, “The markets finished the quarter at an all-time high.”  Fortunately, that’s the case this time around.  The S&P 500 rose 2% in September, and 5.5% for the entire quarter.  The Dow, meanwhile, gained 8.2% in Q3.  Both indices set new records along the way.

Cybersecurity Free Credit Freeze

Cybersecurity Free Credit Freeze

Recently, a background check company called National Public Data confirmed they had experienced a data breach earlier in the year.  As a result, the personal information of millions of Americans had been compromised – including, in some cases, Social Security numbers.