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Archive for November 2023

Missed Opportunities with Market Timing

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY November 2023 Stocks had strong gains in November and reversed a seasonal trend of weaker performance. Recent inflation data showed that inflation is continuing to recede. Investors turned optimistic as the Federal Reserve (Fed) held interest rates level in November, leading to a greater expectation that the Fed is done raising interest rates…

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Caring for Aging Parents – How to Financially Prepare

Advisor Perspective

It is increasingly common for middle-aged individuals to provide some level of care for their aging parents. Whether a gradual or sudden decline in health, this can leave both the parent and the adult child unprepared for this new stage of life. Every situation will come with its own challenges, but certain financial steps can…

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