Managing Retirement Anxiety: Find Peace of Mind with a Robust Financial Plan
Chief Investment Officer Troy Harmon, CFA, CVA, teams up with Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, to help a retired couple realize that they’re not in financial trouble just because inflation and interest rates have skyrocketed since they left the workforce. They explain how a financial plan works to accommodate economic changes.
September 2023 Market Minute
For September, our Research Analysts are watching the Federal Reserve try to navigate a soft landing for our economy rather than a recession, the inverted yield curve that is pointing toward a pending recession, and the seven stocks that are dominating the S&P 500 index’s returns.