Tuesday, September 26, 2023
Please join us for our upcoming Virtual Coffee Chat as we talk about the stock market and the economy...
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Friday, August 11, 2023
Please join us for our next Virtual Coffee Chat... This month we will be discussing all things Medicare.
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Friday, August 11, 2023
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead. The environment today is the opposite, but still tricky, as recession...
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Friday, July 14, 2023
Join us for July's Virtual Coffee Chat as we discuss annuities...What are they & how do they work?
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Friday, July 14, 2023
Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position for the latter half of the year. Our mid-year outlook does this with in-depth analyses...
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Friday, June 16, 2023
Join us for June's Virtual Coffee Chat as we discuss Women & Investing...
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Thursday, May 4, 2023
Please join us for our next Virtual Coffee Chat...
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Thursday, May 4, 2023
Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look ahead to the rest of year. Investors saw signs of such renewed hope in recent weeks, especially on...
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Tuesday, March 14, 2023
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the...
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Friday, March 10, 2023
Please join us for this month's Coffee Chat.
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Thursday, January 12, 2023
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
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Wednesday, October 5, 2022
Please join us for this month's Coffee Chat. Please RVSP!Russell Investments is not affiliated with or endorsed by LPL Financial and/or Platinum Wealth Management.
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Thursday, September 22, 2022
After the recent hike of 75 basis points the markets remain in a tug of war between inflation and the Federal Reserve's response to it. By the end of 2022, the fed funds rate could be in a range of 4% to 4.25%.When investors believe...
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Tuesday, August 30, 2022
Please join us for our next Virtual Coffee Chat...
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Thursday, July 28, 2022
KOLO TV ABC News InterviewTo watch click link below...https://www.kolotv.com/2022/07/21/protecting-yourself-ahead-possible-recession/
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Thursday, July 28, 2022
NNBW News Article...Click below to read article...https://www.nnbw.com/news/2022/jul/22/jennifer-rogers-markwell-be-long-term-investor-voi/
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Wednesday, July 20, 2022
Please join us for our next Coffee Chat!Putnam Investments is not affiliated with or endorsed by LPL Financial and/or Platinum Wealth Management.
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Tuesday, July 5, 2022
Join us for for our July Virtual Coffee Chat. We look forward to seeing you!
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Friday, June 10, 2022
I want to check in with you about the market volitivity. It's been an uncomfortable journey the past six months. I want to share some perspective... A bear market is defined as a -20% drop from the peak. Stocks are...
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Tuesday, June 7, 2022
Join us for for our June Virtual Coffee Chat. We look forward to seeing you!
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