Archive for June 2024
Mid-Year Commentary
INVESTMENT COMMITTEE COMMENTARY June 2024 The S&P 500 had another strong month in June, led again by the artificial intelligence-linked (AI) stocks, while the broader equity and bond markets experienced mixed results. The strong AI earnings came from Oracle and Broadcom along with news Apple was integrating AI technology into future iPhones. Tech stocks pushed…
Read MoreNavigating Healthcare Insurance Options During Early Retirement
While there can be many perks to retiring early, most would not consider the health insurance landscape among the benefits. It can be both confusing and expensive to secure proper health insurance during this ‘gap period’ – after traditional employer-sponsored coverage ends but before Medicare begins at age 65. Further, many do not consider the…
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