Webinars

Market Commentary: Stocks Rise Ahead of Big Fed Decision

Stocks Bounce Back Following the worst week since March 2023 for the S&P 500 in the first week of September, the index soared 4.1% last week and was higher all five days of the week, completing a perfect week. Interestingly, August also had a perfect week, making this the first time sin …

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The Original Sin of Investing

By Steve Martin In the Book of Genesis, God gives Adam and Eve dominion over all the Earth, prohibiting them only from tasting the fruit of good and evil. For a moment, their innocence is perfect.

Retiring Abroad (More Practical Than You Think)

What do you think about when someone mentions the Cayman Islands? Do you think of the pristine white sandy beaches? The clear blue water? Fresh seafood? Snorkeling? While these may be on the top of most people’s mind, some may even consider it a great place to retire. 

A Financial Mistake Women Can’t Afford to Make

By Karin Grablin I see it all the time:  a client couple in which one partner (usually the man) takes care of all the finances and the other partner (usually the woman) is often completely in the dark about the family finances. 

7 Smart Money Moves You Can Make Today

Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!

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