This month we share insights into one of the most common questions we hear from our clients: What rate of return is a fair expectation for my portfolio? With the most well-known market benchmarks likely to make headlines post-election, it’s important to understand why your portfolio’s performance may look different.
Cooper is back with another podcast! This month he shares all about Saving and the Psychology of Money. Know someone who could benefit? Feel free to send this educational (and entertaining) podcasts on to friends and family. Is there a topic you’d like to hear more about? Reach out and let us know!
*As a reminder, we will be closed on Thursday, 11/28 and Friday, 11/29, next week to celebrate with our families for Thanksgiving.
As always, know that as you continue on your financial path, we are here to guide you. We encourage you to reach out to us with any questions.
Ray and Cooper
Click the image below to read the November 2024 Newsletter. For past publications, check out Insights & Commentaries.
