A Fed meeting, midterm elections, a new CPI report, and a market rally – it’s safe to say it’s been an eventful two weeks. We share our thoughts and base case. hubs.li/Q01s5JFq0

Have you ever gifted a Roth IRA? While it’s an unusual present, it’s a meaningful one as you can help jumpstart your kids or grandkids retirement savings this holiday season. Learn all about gifting Roth IRAs in our latest article. hubs.li/Q01s0N1f0

We're sharing our perspective on the ongoing #bearmarket, what's ahead, what we're doing for clients, and more tomorrow on our Quarterly #MarketUpdate webinar. Register to join us! hubs.li/Q01rjzQy0

It’s almost time for another Fed rate hike. We recap how investors prepared for it throughout October and shared our views for what’s coming in November. hubs.ly/Q01r94p30

Overwhelmed by #estateplanning? Our guide will illustrate the need to have a comprehensive estate plan regardless of your stage in life. Get comprehensive checklists, access to case studies and more! Get started with your free copy! hubs.li/Q01qZBM60 #financialplanning

Have you been procrastinating important financial conversations with family? You’re not alone. Get information on how to handle difficult conversations surrounding #financialplanning and more! Get your copy, here: hubs.li/Q01qLmcX0 #financialplanningmonth

The Series #iBond rate is set to decrease on November 1st – should you take advantage of its current (and higher) rate? Find out. hubs.li/Q01qLmcV0

Today we came together to celebrate the completion of our process to go private and be acquired by Callodine Group. We are excited about this partnership which will strengthen our ability to deliver superior results and advice for our clients!

During disasters non-profits are in a unique position because not only do they play a role in recovery efforts, but organizations also can be affected. How can non-profits ensure they remain effective during a disaster? We are sharing five ways. hubs.li/Q01qCPzV0

Looking for information on #estateplanning, #trusts, #philanthropy, #retirementplanning, and more? Download Prosper, our financial planning magazine, designed to give you knowledge to help you keep your financial plan on track. hubs.li/Q01qqr590 #financialplanningmonth

The US dollar is the strongest it’s been since the early 2000s. What does it mean for consumers and investors? hubs.li/Q01qhR5G0

Does a trust make sense for you, your family, and your wishes? Get answers to some commonly asked questions you should consider when deciding if a trust is right for you. #estateplanning #financialplanning #financialplanningmonth hubs.li/Q01pQ3c30

Looking for advice on how to combat #inflation as a #nonprofit organization? Here are three tools to assist with evaluating your current portfolio and insights on how to continue navigating this volatile market. #endowments #notforprofit hubs.li/Q01pqQ4F0

What’s ahead for markets after September’s selloff in response to high inflation, aggressive rate hikes, and a potential recession? hubs.li/Q01nQ11y0

#FinancialProfessionals, join us for our Third Quarter #MarketUpdate as we buckle up for what will be a bumpy ride. We're tackling why this backdrop is so difficult, and how to guide clients into 2023. See you Thursday, October 6th at 4PM ET. hubs.li/Q01nHHsg0

When it comes to investing, do you want to put all your eggs in one basket? The power of diversification says no. See why. hubs.li/Q01ntmYm0

Every non-profit organization needs these four policies. Can you guess what they are? hubs.li/Q01nkZRQ0

Europe’s energy situation is serious, after Russia has closed the taps to its Nord Stream 1 pipeline, throwing Europe into its biggest #energycrisis. Along with high #inflation and slow #economicgrowth, European #investors have their hands full. hubs.li/Q01n3mny0

Medicare #openenrollment starts next month and runs until December 7th. Check out today’s post for more information on what this means, how to make changes, and more - hubs.li/Q01m_JFj0

With the right analysis, #bondmarkets can give a glimpse into what’s to come. Learn what #swaps are – and what their spreads are telling us today. hubs.li/Q01mVJsZ0