Long-Term Care: Planning for the Care You Hope You’ll Never Need

You’ve worked hard, saved wisely, and planned for a fulfilling retirement. But what if the unexpected happens, like early-onset Alzheimer’s or a serious health event that changes your day-to-day life? We’ve heard it often: “It wasn’t supposed to happen this way.” We don’t plan to need long-term care, but we do need to plan how […]

FOMO / PCE / BEACH – June 27, 2025

Good morning, U.S. stocks have surged so far this week, with the S&P 500 up approximately 2.9% and the Nasdaq gaining 3.7%—both nearing or reaching record highs. This rally has been fueled by strong earnings, falling Treasury yields (resulting in rising bond prices), and a reduction in perceived geopolitical risks. Technology stocks continue to lead, […]