Long Term Care – It’s All About A Plan

Long Term Care – It’s All About A Plan

We partnered with Ash Brokerage to discuss Long-Term Care. Quick Hits What is Long-Term Care, and what’s your plan? Medicare vs. Medicaid Private Long-Term Care Options Long-Term Care Insurance Options Watch the entire webinar...
Benefits of Retirement Planning

Benefits of Retirement Planning

Retirement planning is the process of evaluating your current financial standing and creating a strategy for helping you achieve your desired retirement lifestyle. It is about matching goals with financial realities, focusing on providing a lifetime of income after...
Budgeting for the Holiday Season

Budgeting for the Holiday Season

As the winter gifting holidays approach, current economic conditions might cause you to be more cautious than usual about how much you spend on friends and family this year. If rising costs, a declining stock market, and high interest rates are making you take a...
November 2023 Market Thoughts

November 2023 Market Thoughts

Brad McMillan, Commonwealth’s CIO, recaps October’s market and economic news. U.S. indices were down for the third consecutive month, with the Nasdaq doing the worst. International markets also pulled back, and fixed income was down. Despite the market performance,...
October 2023 Market Update

October 2023 Market Update

Quick Hits Tricks Not Treats for Markets in October Fixed Income Falls  Economy Grows but Shows Signs of Slowing Housing Continues to Slow  Risks to Monitor  Outlook Broadly Positive  Tricks Not Treats for Markets in October Equity markets continued to...