This is the time of year that we get a reprieve from the heat of summer. We welcome the cool morning air that has descended on south Florida. F. Scott Fitzgerald wrote “Life starts all over when it gets crisp in the fall”. As we reflect on all that has transpired in the financial markets this year, many of us wish we could start all over. Still, despite the market’s losses, there is some good news we can glean from recent events. For the first time in a long while, savers can earn a decent return on their cash. Money market accounts are now commonly crediting 2.5% or more in interest while some brokered CDs are yielding as much as 4.5%.
In this edition, you will find a variety of resources such as a case study on maximizing the value of an IRA, a brief note on the use of a Backdoor Roth and our quarterly economic commentary. In addition, in our new Community Impact Corner section, we spotlight our company’s support of the Walk to End Alzheimer’s next month. Finally, we share some personal updates from members of our team.
During this turbulent year in the market, it’s fitting to say thank you for the many years of trust and confidence you have placed in us to guide your financial future.Read the full Report