Your Life
All the things you need to know to help your financial future
Your Bench of Life™ may not always follow an easy path. There may be circumstances you face along the way which change the course of your financial future. We help you stay prepared for these unforeseen changes.
January 2023 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter Source: Zephyr Style Advisor December was a difficult month for equities, as was the year. US equities, as measured by the S&P 500, fell 5.8%, bringing the index’s return for the year to -18.1%, its worst year since 2008. International developed equities eked out a small gain of 0.1%, helped
Shocking News: Your Electricity Rate May Have Just Doubled!
If you live in Connecticut like I do, you have gotten used to a high cost of living, including high energy rates. But the latest change in our electricity rates is shocking (pun intended) even by CT standards. On 1/1/23, the standard residential electricity rate for Eversource customers went from $0.12 per kWh to $0.24.
December 2022 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter In this month’s recap: Stocks surge higher as Fed Chair Powell confirms the Fed is prepared to ease up on future interest rate hikes. U.S. Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained
Bizarro World, Explained
One of the greatest Seinfeld episodes ever is “The Bizarro Jerry”. This is where Elaine has a friend Kevin who does everything the opposite from Jerry, and there are opposite versions of George and Kramer, and even Newman, as well. There is a scene when Jerry, George and Kramer meet their Bizarro counterparts and Jerry
It’s Harvest Season!
I like to look for silver linings. For instance, during the pandemic lockdown, I appreciated the blessing of having family dinners with my wife and teenage daughters every night (and it was EVERY night!). It is important to make the best of even the bad situations. And this year has been a bad situation for
November 2022 | Monthly Economic Update
ECONOMIC UPDATE Facebook LinkedIn Twitter In this month’s recap: Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled. U.S. Markets Stocks posted big gains in October, propelled by better-than-expected corporate reports. The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked
Bonds, James Bonds
This year has not been a good year for bonds. This message has gotten a bit lost because it has been an even worse year for stocks so far. But bonds have generally not helped your portfolio recently, and it is worth understanding the dynamic of why that happened, and what the future could look
Gateway Financial Partners Signs The Fearless Pledge
We are so excited to announce the appointment of Jill Batley as the firm’s first female President.
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