Summer 2022 Newsletter

The warm weather has arrived, and we hope you and your family are having a pleasant summer and enjoying your time together.

We’re pleased to provide you with the latest issue of our newsletter, covering a variety of wealth planning topics – from education savings and retirement planning to investments and estate planning. Here are some highlights:

• Market swings are known to cause anxiety among investors. But you’ll see on page 1 how volatility may come with a silver lining.  On page 2 you can see that one year’s losing investment can become the next year’s winner (and vice versa) so it is important not to chase returns.
• It’s customary to think that both spouses are expected to retire at the same time. Find out on page 3 why that’s not always the case.
• You’ve made your will and appointed an executor. An article on page 4 outlines the next important step.

View the full newsletter here.