Investment & Economic Updates

Wealthsmith Financial Planning – 4th Quarter Update -October 31, 2024-Election Edition

Have you had enough of the political signs? Commercials? Facebook posts? Me too! Well, it is almost here. November 5th is just 5 days away. No matter what happens, I...

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Welcome to the 3rd quarter 2024-economic and investment update.

Back in June you received a letter that stated that Cambridge was going to move all money market funds to an FDIC insured product. I wrote to you all in...

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Wealthsmith Investment And Economic Update- 2nd Quarter 2023

Hello my valued clients and loyal followers. Well, last week contained the longest day of the year. That is something to rejoice, yet it is also something that comes across...

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