Today, as we commemorate Patriot Day, we honor and remember the lives tragically lost on September 11, 2001. This solemn anniversary reminds us of the resilience, bravery, and spirit of unity that define us as Americans.

Whether you have a personal memory of that day or know its impact through the stories of others, we hope you’ll join us in pausing to reflect on the freedoms we enjoy and the community we cherish.

May we never forget.

September is off to a sluggish start in the markets. With mixed job data and a drop in government bond yields, last week marked the worst performance for the S&P 500 since 2023.

Swipe for insights on the latest market movements and key indicators ahead of this week’s economic data. As always, feel free to reach out if you have any questions. We’re here as a resource for you!

Are you confident in your savings and retirement plans? Let's dive into some eye-opening stats about American savings habits and see how you stack up ➡️

Whether you're just starting out or looking to optimize your retirement strategy, our team is here to help you understand your financial situation and plan for a secure future.

Reach out anytime.

Today, let's celebrate the power of retirement planning and the incredible benefits of 401(k) plans! Swipe through for three essential facts about 401(k)s that everyone should know.

As always, reach out if we can be of assistance. We are here to help.

The air is crisp, the leaves are turning, and we're diving into the ultimate autumn debate: What's your go-to fall drink? Is it a pumpkin spice latte or a refreshing apple cider?

🎃 Vote Pumpkin Spice Latte
🍎 Vote Apple Cider

Cast your vote in the comments, and let’s see which drink wins! Are you team pumpkin spice or team apple cider?

Today, we’d like to bring attention to an important, under-discussed area of retirement planning — the gender gap. Even with strides toward equality, there's still a notable difference that affects women's retirement.

Swipe for an overview of the gender gap in retirement planning and ways our team can help clients combat it. And for personalized retirement guidance, do not hesitate to give our office a call. We are here to help!

Our team loves history, and as we welcome September, we're excited to share some fascinating historical events that occurred this month!

📜 September 2, 1945: V-J Day marked the official end of World War II when Japan formally surrendered, bringing peace after years of global conflict.
🚀 September 12, 1962: President John F. Kennedy delivered his famous "We choose to go to the moon" speech at Rice University, setting the stage for America's ambitious space exploration goals.
🎶 September 26, 1969: The Beatles released their iconic album "Abbey Road," which included timeless tracks like "Come Together" and "Here Comes the Sun."

What's your favorite September historical event? Share with us!

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our work truly rewarding 🙏

In celebration of the holiday, our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, ready to assist you.

Wishing you all a Labor Day filled with fun, joy, and relaxation.

Our team loves history, and as we welcome August, we're excited to share some fascinating historical events that occurred this month!

🧪 August 1, 1774: English chemist Joseph Priestley made a groundbreaking discovery by successfully isolating oxygen for the first time, marking a vital step forward in the field of chemistry.

📰 August 5, 1924: The debut of the "Little Orphan Annie" comic strip introduced a new form of entertainment and joy to many readers. A moment that changed the comics world forever!

🎈 August 17, 1978: The first successful transatlantic balloon flight was achieved by Max Anderson, Larry Newman, and Ben Abruzzo, who landed in France after a daring journey from Maine.

These moments from history remind us of humanity's incredible capacity for discovery, creativity, and adventure. What's your favorite August historical event? Share with us!