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This month’s Your Money Matters newsletter contains helpful information on the benefits of impact investing versus philanthropy, the fundamentals of stocks, and assessing credit skills. We have included a resource on key times to...

This month’s Your Money Matters newsletter contains helpful information on the importance of cyber security, establishing a strong trusted contact, and estate strategies. October also marks National Financial Planning Month, and we...

This month’s Your Money Matters newsletter contains helpful information on the importance of good health, intellectual property and estate strategy, and auto insurance. We have also provided information on the significance of...

This month’s Your Money Matters newsletter contains helpful information on AI's impact on the economy, managing student loan debts, and best practices when it comes to saving money as a couple. August is also...

With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...

This month’s Your Money Matters newsletter contains helpful information on purchasing a vacation property, preparing for college costs, and the economic journey of your morning cup of coffee. National Insurance Awareness Day is also...

This month’s Your Money Matters newsletter contains helpful information on getting a head-start on college savings, important estate management tips, and managing risk with investment decisions. May is also Military Appreciation Month...

This month’s Your Money Matters newsletter contains helpful information on building your financial legacy, staying on top of upcoming financial dates, and the importance of an emergency fund. April is also...

Financial Strategies for Women Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent. Learn More Protecting Your Home Against Flood Loss Protect yourself against the...

This month’s Your Money Matters newsletter contains helpful information on improving brain function, the importance of employees' health, the difference between emotional and strategic decisions, and...

This month’s Your Money Matters newsletter contains helpful information about starting the new year off on the right foot by providing tips to help you build a solid financial foundation, staying on track with your own personal...

This month’s Your Money Matters newsletter contains helpful information about things your financial professional should know, how to maximize charitable donations, why periodically rebalancing your portfolio can be beneficial, and...

This month’s Your Money Matters newsletter contains helpful information about making the most of your income, understanding generational differences (and similarities!), considerations when selecting a mortgage, and facts you need to...

This month’s Your Money Matters newsletter contains helpful information about universal life insurance, how benefits vary depending on when you take social security, thoughts about the potential impacts of AI on the economy, and a "to...

This month’s Your Money Matters newsletter contains helpful information about how putting off investment decisions can have unintended consequences, the importance of knowing the difference between emotional and strategic decisions,...

This month’s Your Money Matters newsletter contains helpful information about how Boomers and Millennials differ, ways emotional bias can adversely affect your decisions, considerations about when to retire (if at all), and a guide...

This month’s Your Money Matters newsletter contains helpful information about ways to avoid cognitive decline, how to smooth out the experience of sending a child off to college, making sure you have the right insurance if you're a...

June is here, bringing a wave of optimism for investors after strong first-quarter earnings, which helped ease investors’ fears over slowing economic growth and continuing inflation. The S&P 500 gained 4.9% in May, and investors hope...

This month’s Your Money Matters newsletter contains helpful information about the cost of procrastination, a look at auto insurance, a discussion on risk perspectives, and a video explaining the difference between global and...

This month’s Your Money Matters newsletter contains helpful information about preparing to grow wealthy as a couple, targeting college prep milestones, important considerations when donating stock, and tips for raising healthy kids....

Let’s spring into March! The weather may still be chilly, but stocks were hot in February, with all three major indexes hitting record highs this month. As this latest rally picks up steam, investors continue...

February has arrived. As we embark on the second month of 2024, all eyes continue to focus on inflation. The Federal Reserve’s first meeting of the year wrapped at the end of January, with the Fed deciding to hold interest rates...

This month’s Your Money Matters newsletter contains helpful information on tips for changing unhealthy behaviors, important considerations for your investment philosophy, alternative uses for college savings plans, and...

This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings to pay for a...

This month’s Your Money Matters newsletter contains a fun (and retro) "graphic novel" overview about identity fraud (October is National Cyber Security Awareness Month!). We also cover helpful information about municipal bonds,...

Despite the hope for a continued market upswing, the positive trends we saw in July did not carry into August, and the Dow, Nasdaq, and S&P all finished down for the month. The Federal Reserve (Fed) didn’t meet in August, so...

This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and insuring...

For the optimists among us, we were relieved to see some good financial news in June. U.S. stocks were up for the month and the quarter, although bonds didn’t fare as well. The S&P 500 defied recession fears and a U.S. banking...

May Market Recap: Crisis Averted?

Thomas Aldrich III

Monday, June 5, 2023

The month of May was yet another interesting month in financial markets. We had an incredible earnings surprise from a microchip maker as well as a potential resolution to the debt ceiling debate. The former, which was discussed above,...

April Market Recap

Thomas Aldrich III

Tuesday, May 2, 2023

April Markets were quite tame relative to the volatility we had been experiencing in the past year. The CBOE S&P 500 3 Month Volatility Index has been trending down since its May 2022 highs when inflation seemed to be...

March Market Recap

Thomas Aldrich III

Tuesday, April 4, 2023

March was a volatile month that saw dramatic changes in the view of the economy. At the beginning of March, there were expectations that the Federal Reserve would continue to...

Monthly Market Recap

Thomas Aldrich III

Tuesday, March 7, 2023

Monthly Market Recap: The year kicked off with a bang. February, not as much as many major stock indexes pulled back. January saw hefty rebounds in many areas in the market that struggled in 2022. Meme stocks and growth companies with...

Is it time to buy bonds?

Thomas Aldrich III

Thursday, January 5, 2023

2023 ended one of the WORST bond markets in a generation. (We aren’t just saying that as a hyperbole) ...

New Tax Year, New Tax Rules

Thomas Aldrich III

Tuesday, December 6, 2022

As we leave 2022, we are thankful that this year of volatility has hopefully come to an end. As we approach 2023, there are some new tax code changes that may provide opportunities for you in the year to come! See them...

Tips for New Home Purchases

Thomas Aldrich III

Tuesday, November 1, 2022

For many years now, we had lived in a relatively great time to purchase a new house. As of recently with the federal reserve increasing interest rates, the 30 year mortgage has spiked to multi decade highs! Now, more than ever, it is...

Missing the Rebound

Thomas Aldrich III

Tuesday, October 4, 2022

 Missing the Rebound From January to October of 2022Think back to a year ago. No doubt it was a great feeling when you saw that light green plus sign next to your investments each month as you opened your monthly statement-....

Are we in a recession?

Thomas Aldrich III

Friday, September 2, 2022

Over the past few months, we seen significant market volatility. During the month of July, the S&P 500 experienced one of the best months of July on record. As of late, volatility has picked up once again in stocks, bonds, and commodities.

Midterm Elections- Politics and investing

Thomas Aldrich III

Monday, August 1, 2022

A quick look at how markets tend to perform during mid term elections.

Developing a Budget

Thomas Aldrich III

Thursday, July 14, 2022

Building a Budget is easier than you think. Here are some tips to develop an effective budget.

Mid Year Review: The Diversified Portfolio

Thomas Aldrich III

Wednesday, July 6, 2022

Diversification can feel disappointing.  A well-diversified portfolio is designed to help you achieve your long-term goals as well as limit your portfolio’s downs (and ups). But it doesn’t always feel good. You may get...

Bonds in portfolio. A subtle hero, even now.

Thomas Aldrich III

Wednesday, June 1, 2022

When it comes to sports cars, everyone always wants to talk about the engine. It's the most interesting part of every sports car, "How much Horsepower does it have?", "Is it a V6 or V8 engine?", "What is it's 0-60 time?"...