Are We Back to Normal Yet?

It’s been two years since COVID-19 hit U.S. shores, but are we anywhere near pre-pandemic normal yet? It doesn’t look like it. The stock market, while volatile, recovered nicely from…

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What We Worry About

Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples…

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An Update on Municipal Bonds

Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…

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