Entries by Jeff Gilbert
Our Midyear 2024 Market Update
By Jeff Gilbert Here we are, halfway through 2024 already—have you paused to take time for a financial check-in? How’s your money game going? Now is the perfect moment to slow down and notice the economic trends shaping our market and your portfolio. Despite the hurdles of 2023, we’ve spotted some bright spots in key […]
Retiring Comfortably: Determining Your Retirement Savings Target
By Jeff Gilbert How much cash do you need in order to kick back in retirement? The experts throw around figures like 55-80% of your pre-retirement income, but is that the full story? Spoiler alert: it’s not. Your dream retirement is as unique as you are. Maybe you’re envisioning cozy nights in your hometown surrounded […]
