Money Matters
Helping you to think differently about your wealth so you can live WELLthy™ today and tomorrow.
Nadine Thibault, CFP®, BFAStart the year with clarity on your finances. Updated IRS limits for retirement, savings, and estate planning—along with new tax law changes—create opportunities to maximize contributions and optimize your strategy for the year ahead.
Tom Dale, CFP®Q3 2025 markets reflect resilience amid uncertainty. Stocks hold steady on earnings strength, while bonds react to Fed policy shifts. With inflation still above target and global risks rising, investors remain focused on the Fed’s path and economic outlook.
Tom Dale, CFP®As a new year begins, markets reflect on 2021’s resilience despite COVID disruptions. With strong returns behind us, 2022 outlook centers on pandemic impacts, supply chain challenges, and how the Fed will respond to rising inflation.
Tom Dale, CFP®Q1 2022 brought volatility as markets faced rising rates, surging inflation, and geopolitical tensions. Despite a late rebound, the Fed began tightening policy, signaling multiple hikes ahead to curb inflation and slow economic demand.