Thank you for visiting! Please check back frequently as we post updates about the market, geopolitical issues and other timely/informative information. As always, if anything catches your attention and you would like to discuss further, please reach out! You can schedule a time to chat by clicking here!
Katrina C. Lessard, CFP®, AEP® |
Monday, March 13, 2023
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and the...
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Katrina C. Lessard, CFP®, AEP® |
Monday, February 6, 2023
The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...
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Katrina C. Lessard, CFP®, AEP® |
Friday, February 3, 2023
As the biggest sporting event of the year approaches, football fans all over the nation (including us) are gearing up for the Big Game on Sunday, February 12, at 6:30 PM ET.For many, Sunday means a day of tasty tailgating and...
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Katrina C. Lessard, CFP®, AEP® |
Friday, January 6, 2023
Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...
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Katrina C. Lessard, CFP®, AEP® |
Tuesday, December 20, 2022
While you probably already found your notice in the mail, you may be curious about the COLA increase happening for Social Security recipients in the New Year. Starting in January, beneficiaries will see an 8.7% increase to help offset...
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