News Blog

Are you curious on how the market is doing? Here are the Market Returns from March 29, 2019.

Are you curious on how the market is doing? Concerned about your retirement? Are you wondering how your portfolio is doing since the pullback of 2018? Here is a list of the key market indexes.

If you have questions about your portfolio or would like to schedule a review, please reach out to Sharen from our team to schedule a call.

Click Here to Download the Indexes

admin001

Recent Posts

Exploring Financial and Emotional Resilience

Click here to watch teh session: https://www.youtube.com/watch?v=nPqrbv9Nvd4   In this enlightening session, we delve into…

3 months ago

Mindshift Mastery and Emotional Resilience

Click here to watch the full live session From Distraction to Deep Focus With the…

3 months ago

Creating a mentor mindset: How to become one or find one

Greetings, Confidant community! Welcome to another edition of Live at Five with the Financial Confidant.…

4 months ago

Legal Financial Fitness: A Comprehensive Checklist for Thriving Practices

Embarking on a successful financial journey is a vital aspect of maintaining a thriving legal…

4 months ago

How to Mentally and Financially Prepare for a Layoff

Welcome to our Wednesday Live and Ask Me Anything series, and Happy New Year! In…

4 months ago

2023 tax considerations you may have missed

As the year comes to a close and the holiday season approaches, it's easy to…

5 months ago