We hope you and your family are doing well and enjoying the start of spring.
We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from wealth planning and family finance to retirement planning and investing. Here are some highlights:
- In periods when the stock market is on a roll, is it okay to load up on equities? The article on page 1 warns about the downside of chasing the upside.
- Your retirement years come with several financial risks. Find out on page 2 how you can manage each one – and enjoy a more comfortable retirement.
- If you’re a member of the sandwich generation, supporting children and caring for parents can have financial consequences. An article on page 3 explains how creating a plan can prevent hardship.
Please get in touch anytime you want to discuss your investment program, whether for a brief chat or a formal portfolio review.
