Entries by Kirsten C. Cadden, CFP®

Letter to Clients on Market Volatility

2022 market volatility may have you feeling uncertain about your investment strategy and the future of your portfolio.

While we can’t remove all uncertainties, decades of market data allows us to take some comfort in this fact: downturns and bear markets have always been a part of the ride. And most importantly, the market has always recovered.

Charitable Giving

The end of the year is quickly approaching, which may prompt a review of any final tax planning strategies to employ before December 31. The fall and winter holiday season also turns our minds to gratitude and giving. Perhaps surprisingly, these year-end considerations are not mutually exclusive.