We get asked a lot about long-term care insurance. It makes sense that this comes up so often. After all, the prospect of paying for nursing home care for many years and the damage that can do to your finances is scary.
Portfolio Review – Q1 2022 Newsletter
The first quarter of 2022 was a challenging start to the New Year for investors. After falling into correction territory, the S&P 500 cut some of its losses late in the quarter to end the period down 4.6%. This marked the first time the index experienced a negative quarter since Q1 of 2020.
Chris’s Corner – Q1 2022 Newsletter
Just like the weather in Rochester, financial regulations are ever changing. Two recently proposed changes could upend your plan for drawing money from inherited IRAs and how you save in your 401(k) if they are approved later this year.
Alternatives: An Idea Whose Time Has Come?
None of us thought we would live long enough to see our group of alternative investments reverse their multi-year slump, but it is finally happening. Our alternative investment portfolio has outperformed stocks and bonds so far this year and over the past twelve months.