Financial planners Patty Priddy and Rachel Songer collaborating on a plan.
Our third-quarter financial planning newsletter is now available. It includes an update on the investment markets, along with our perspective on inflation. We also cover how to decide if you should opt-out of the child tax credit payments. In addition, we share that we’ve just completed our latest due diligence on ESG (environmental, social, governance) funds and are happy to incorporate them into client portfolios on request. Please click here to read the newsletter.