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Dear Plan Sponsor,

Below is the quarterly educational material that we know your employees will find valuable. Please forward this communication to your participants at your earliest convenience.

Participant Resources

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Q3 2022 Market Review

This provides a general overview of the markets in Q3 of 2022

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Student of the Market

Bond and stock market returns and more in this report from BlackRock.

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2022 COLA Limits

Updated report on 2022 Cost of Living Adjustments from Vanguard.

Midterm Elections- What Do they Mean for Markets?

Article on Midterm Elections - What do They Mean for Markets by Dimensional.

Talk Your Chart | Inflation, Recession, & Bold Predictions | Episode 23

Inflation, Recession & Bold Predictions in Episode 23 of Talk Your Chart!

Why Do I Need a Trust?

Every situation is unique, especially when it comes to estate planning. Opening a trust can ensure that your funds are distributed based on your wishes.

Should I Lease Or Buy My Next Automobile?

A helpful chart to determine if you should lease or buy your next car.

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What Issues Should I Consider During a Recession or Market Correction?

Use this chart to review what issues you should consider during a recession or market correction.

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What Issues Should I Consider When Dealing with High Inflation?

Use this chart to review what issues you should consider when dealing with high inflation.

business documents on office table with smart phone and digital tablet and graph financial diagram and man working in the background-2

What Issues Should I Consider When Harvesting Capital Losses?

Use this chart to review what issues you should consider when harvesting capital losses.

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Executive Planning Program

Do you want a better grasp of your overall wealth management strategy? Our E.P.P. may be your answer. Learn more here.