The importance of education planning

family celebrating daughters graduation

Providing for your family is important. A financial plan helps families create a carefree future and education planning plays an important role in that. How do you start making an education plan? Is it better to start saving or investing? And what do you need to know when it comes to making sure you and…

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Will there be a recession in 2023?

I wanted to give you an update on markets and historical returns as well as give you some economic highlights.  The 1 year trailing return is -5.78% and the 3 year trailing annualized return is +15.35%. Valuations for the S&P 500 remain high and we believe the chances of a recession have increased. Labor markets…

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