by jcdesignandmedia | Jan 15, 2023 | Business
January 2023 After more than a decade of strong returns across most asset classes, rarely interrupted by sustained declines, investments turned rocky in 2022. While in previous years markets did encounter their share of challenges, 2022 brought a new litany of...
by jcdesignandmedia | Dec 28, 2022 | Uncategorized
When shopping for the holiday season, it’s easy to get wrapped up in deciding the perfect gift for your loved ones. One person on your gift list you may be forgetting about is yourself. Even if you find it difficult to take time for yourself, find a way to make the...
by jcdesignandmedia | Sep 7, 2022 | Business
Dear Valued Client, September 8, 2022 Volatility continues As we enter September, markets continue to deal with inflation, interest rates, and the Ukraine conflict. As we have seen throughout 2022, investors debated whether the Fed would be able to control inflation...
by jcdesignandmedia | Jul 12, 2022 | Business
Dear Valued Client, During the pandemic in 2020 and 2021, the world and markets had to adjust to a new landscape. We yearned for a return to normal. While the reopening has continued in 2022, it has had a different set of problems and has been both difficult and...
by jcdesignandmedia | Feb 22, 2022 | Archive
As you’re gathering your 2021 documents you may be reflecting on the past year and wishing you had made a tax plan. In 2022, you may be looking for a way to make a big difference. If you are 70 ½ or older, an IRA Qualified Charitable Distribution is a way you...
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