Newsletter

MARCH 2024 NEWSLETTER

Over the past few weeks, the Dow Jones, S&P 500, and the Nasdaq indexes have closed at record highs. With the stock market surging recently is now the time to get in or are timid investors better off staying on the sidelines a little longer?

FEBRUARY 2024 NEWSLETTER

  Understanding the Role and Tasks of an Executor

The executor acts as the manager and guardian of the estate, making sure the deceased's wishes are executed according to their wishes in their will or trust documents. 

JANUARY 2024 NEWSLETTER

Regardless of whether you and your parents have always talked freely about money or never discuss the subject, there are several considerations you may want to address with them as they approach their later years. The six questions below can help you to start thinking about and planning for that conversation.

Six Questions to Ask Older Parents