News and Commentary

As retirement draws nearer, it is important to expand your focus beyond accumulating assets, and start planning how you will generate annual income from those assets. Our first article looks at three important planning considerations for an effective retirement income strategy. Let us know if you would like to discuss how we might help you with your planning.

Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.

The Federal Reserve (Fed) GDPNow model estimates third-quarter economic growth of a healthy 2.9%. The Fed began lowering short-term interest rates with a significant 0.5% cut, signaling its support for the labor market and economy with inflation now approaching its 2.0% target. Our first article below details why recent healthy economic readings have supported this rate cut and the potential impact on investors. Let us know if you would like to discuss how this might affect you.