Read the full Report
As the leaves turn to vibrant shades of red and orange, we’re excited to
welcome in Fall. The journalist and author, Jim Bishop, wrote: “Autumn carries
more gold in its pocket than all other seasons”. This excerpt captures the
richness and warmth of the fall season.
In this issue, we’ll update you on the state of the economy, explain why bonds
are making a comeback, present a case study of how one client capitalized on
today’s higher interest rates and share some personal updates from our team.
We are proud to support the Walk to End Alzheimers’ once again. As a financial
planner, I’ve experienced Alzheimers’ profound emotional, financial and
caregiving impact on families. If you would like to make a donation to our
company’s team and support this worthy cause, please scroll down to the
Community Impact Corner section of this newsletter.
In October, I attended Valmark’s annual conference called “Member Summit”.
This year marked Valmark’s 60th anniversary in business. It’s been a privilege to
be part of the Valmark family of Member Firms for the past 18 years. Though
much has changed during this time, one thing remains the same: Valmark’s
commitment to live, love and work according to the time-honored value of the
“golden rule” – “do unto others as you would have them do unto you”.
We encourage you to share this newsletter with family, friends and colleagues.
Wishing you and your family a joyous holiday season.