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Market Commentary: Slow Start to Historically Worst Month of the Year
The Worst Month of the Year We noted last week that September was historically a rough one for stocks and after one week, that is playing out, as stocks just had their worst week since the Regional Bank crisis in March 2023. But let’s look at the bigger picture before we dive into the minu …
5 Tips for Getting the Right Medicare Coverage This Open Enrollment Season
Navigating Medicare can be a daunting task, especially with the numerous plans and options available. However, choosing the right Medicare plan is crucial to ensure that you have the coverage you need as you move into retirement. Whether you’re enrolling for the first time or consider …
Lawrence Sprung selected as a Founding Member of the Investopedia Advisor Council
While serving our clients is undoubtedly one of our greatest JOYs, once in a while something happens that simply makes our JOY overflow We are overJOYed to share that our Founder and Wealth Advisor, Lawrence Sprung, CFP® has been selected as a Founding Member of the Investopedia Advisor Cou …
JOYful Finances for Couples
Whether you already have frequent money conversations with your partner, or you both avoid the topic at all costs, navigating a big financial conversation with your partner can start with our helpful JOYful Finances for Couples Checklist. The checklist is designed to foster open communicati …
Discovering Your Financial “Why” with Breanna Blaney #201
Market Commentary: S&P 500 Posts a Positive August as the Election Enters the Home Stretch
Up Four Months in a Row, But Here Comes September What a month it was for investors. We started off the month with some huge down days over worries centered around the yen carry trade unraveling and a slowing U.S. economy, only to get past those worries almost as quickly and see stocks move …
