Clients often say to us, “You know so much about us, tell us more about you! While you know we are passionate about helping people successfully manage their financial lives, we believe it is important for everyone to create an engaging and rich life both outside and inside the office. So we thought we would begin to share, from time to time, a little bit of what has been happening with the BerryDunn Wealth Management Team. Read more.
FINANCIAL TIP
Fact or Fiction?
Working during retirement does not affect your social security benefits.
Get the answer.
Barbara Appleby
JD, MA, AIF®
Kristin Guibord
MBA, AIF®
The Markets Cycle Like the News & the Seasons. Let's Keep Your Emotions from Cycling Too.
The leaves have started to turn and so to have the financial headlines. Have no fear. We know businesses, economies, and capital markets move through cycles. When the current expansionary cycle will reverse has become a pressing subject both in the financial media and in recent client conversations. Read more.
Planning on working during retirement? If so, you're not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Read more.
Market Update for the Month Ending September 30, 2017
Despite some early volatility, September ended up being a positive month for most financial markets. This capped off a solid quarter where markets also saw gains across the board. Read more.