"I'm not telling you it’s going to be easy – I'm telling you it's going to be worth it."
– Art Williams
Newsletter from Henry Schroeder
With summer coming to a close and school back in session, it’s time to dust off your account statements and determine if your investment strategy needs an update. Historically, September and October have been especially tough months on your portfolio. As we head towards the end of the year, it’s important you’re prepared for the potential challenges that lie ahead. I recommend you take some time to review your current portfolio and see if you’re well situated to handle any “bumps in the road.” Perhaps it’s time to adjust your strategies to meet the new challenges we’re facing as the economy adjusts to certain new realities. I’ve provided below a few insightful articles that will help as you prepare for the months ahead. As always, please feel free to contact me to schedule a meeting. Whether in person or via web conferencing, I’m always here to help.
Help improve your bottom line with these tax mitigation strategies.
For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Scammers are casting a wide net for victims. Here’s how to sidestep it.