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Turning Points

Turning Points Dear Clients and Friends, Investors are eager to welcome a new year and forget a dismal 2022, which saw one of the worst performances for balanced stock and bond portfolios since the Great Depression. Savers, investors, and advisors are licking...

Women & Finance: 20 Tasks to Cross Off Your Year-end Financial Checklist

20 Tasks to Cross Off Your Year-end Financial Checklist “Recorder ground control.”“On.” Those are the first spoken words between a Captain and First Officer prior to a detailed and precise takeoff procedure onboard an Airbus A320. First, the crew confirms that the recorder is on, ensuring that the...