Bull & Bear Markets: A Timeline


















Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.