This is the time of year that many of us take a pause in our busy lives to ponder what we are thankful for.  One of the many things that I am personally thankful for is people’s willingness to share their blessings with others. I was the beneficiary of generosity at a pivotal time in…

Here We Go Again Mark Twain once observed that history doesn’t repeat itself, but it rhymes. Perhaps the same could be said of Bartlett’s commentaries. The latest rhymes with the message we sent in July and April because the viewpoints articulated then are just as relevant and timely now. We hope any lack of originality…

Navigating the financial, legal, healthcare, and personal aspects of wellbeing Many of us may find ourselves in the role of caregiver as our loved ones age, as they face a diagnosis, or enter a new phase of life. In fact, for someone turning age 65 today, they have almost a 70% chance of needing some…

The Bear Facts We begin this quarterly message by acknowledging some sobering realities. Stocks entered “bear market” territory in June. At the recent low, the S&P 500 Index of large company stocks was down 22% from January record highs, while benchmarks of more aggressive stocks were almost 30% below 2021 highs. Foreign stocks generally paralleled…

Advisor Circle, a product and content studio for the financial services industry, is pleased to announce the latest slate of powerhouse speakers for the inaugural Future Proof Festival. Further amplifying the recently announced Changing Faces of Wealth initiative, Future Proof aims to promote an environment of equity and inclusion by providing a platform for female financial professionals to…