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Did you know a large portion of U.S. investment opportunities are in private markets, a key segment of alternative investments? Alts have moved into the spotlight for investors and offer unique investment opportunities which may complement your portfolio. Connect to talk more.
Did you know sports are big business? A lot of time and money is spent on sporting events each year. If you’ve been dreaming of a trip to support your favorite team, you may also want to check on your finances. Let’s discuss how your portfolio’s roster looks this season.
Wealth plans shouldn’t derail during times of uncertainty. Message me for financial guidance to help you through difficult periods.
?? Boo in a Box! ?? Our team was proud to serve as a corporate sponsor for Boo in the Box, a wonderful initiative that helps families in shelters to celebrate the holidays with a little extra fun and joy. We were so fortunate to be matched with a family of four little ones — and had a blast putting together a box filled with costumes, snacks, books, and arts & crafts to help them enjoy the magic of the season. (And of course, the mom in me couldn’t resist adding toothbrushes and toothpaste! ????) As financial advisors, we see every day how inflation and rising costs have made it harder for many families to enjoy even the simplest traditions. Our hope is that this small gesture brings some happiness, creativity, and relief to a wonderful family — and a reminder that even little acts of care can make a big difference. We’re grateful to Goods for Good for all they do to support families in our community and honored to partner with them in spreading a bit of Halloween joy. ????
How are you taking your RMDs? The deadline for 2025 is December 31. Explore your withdrawal options today.
Financial empowerment matters. Reach out to access the resources available to help people of all ages feel more educated regarding money, investing and wealth planning.