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Archive for October 2021

Real Estate Investment Trusts (REITs)

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY OCTOBER 2021 After a modest 5% stock market pullback in September, the S&P 500 moved sharply higher in October. The fourth quarter is historically the strongest of the year for the stock market. In October, the S&P 500 gained 7% bringing the year-to-date total return to 24%. New cases of COVID-19 continued…

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Planning for Retirement: Are You Ready?

Advisor Perspective

This article is the first of a three-part series on planning for retirement. The focus of this article is preparing yourself. Follow up articles will cover maximizing the value of your retirement assets and estate planning. Are You Ready . . . Emotionally? In our culture it’s not uncommon to ask someone, “So what do…

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