Archive for August 2024
Rates are Falling: Should you consider Bonds over Cash?
INVESTMENT COMMITTEE COMMENTARY August 2024 The S&P 500 closed August near an all-time high and recovered from a sell-off early in the month. For the month, the S&P 500 rose 2.4%. Market volatility increased at the beginning of August. Many markets experienced a broad “risk off” trade leading to declines in U.S. and Japanese equities.…
Read MorePlanning for Long-Term Care Expenses: What You Need to Know
As the population ages and life expectancy increases, planning for long-term care (LTC) has become a crucial part of financial and healthcare planning. LTC is not just about nursing homes; it encompasses a wide range of services that assist individuals with chronic illness, disability, or other conditions that limit their ability to perform everyday activities.…
Read More