Since the start of the year, investors have reaped the benefits of strong earnings-per-share growth that can largely be attributed to the historic investment in artificial intelligence (AI). brev.is/dD4hv
Choosing Who Will Manage Your Estate Plan Can be Daunting. brev.is/sh4Rv
Changes in Charitable Deductions May Affect Your Planning. brev.is/t3nJ7
Last week artificial intelligence stocks fell off their perch, while the bottom-feeding low-beta and interest-rate-sensitive stocks finally began to swim upstream. Check out this week’s recap, AI Stocks Flounder. brev.is/d0jiG
October 19-23rd Is National Estate Planning Awareness Week. brev.is/w26ak
Bill Hornbarger, CIO, shares his Three Things to Know & Watch this week. brev.is/zuNSU
Scary Financial Mistakes: When Retirement Income Vanishes. brev.is/3V7Mw
Stocks gained despite elevated yield volatility and fresh tensions over Iran. But Delta’s fuel-driven guidance cut shows how quickly higher energy costs can squeeze margins. Read this week’s recap, Fuel Gauge, for what to watch as earnings get underway. brev.is/Rp3x9
Bill Hornbarger, CIO, shares his Three Things to Know & Watch this week. brev.is/X7vEe
Scary Financial Mistakes: Frightening Savings Data Is Driving New Retirement Plan Trends. brev.is/4uXof
Bill Hornbarger, CIO, shares his Three Things to Know & Watch this week. brev.is/yAKJT
Scary Financial Mistakes: Failing to Fund Your Trust Could Be a Grave Mistake. brev.is/n1wgW
How Big Should an Emergency Fund Be? Check out this guide for entrepreneurs. brev.is/PTOfo
Life Insurance as an Asset Class: Helping Create Liquidity and Flexibility for Your Legacy Plan. brev.is/7HJLt
Bill Hornbarger, CIO, shares his Three Things to Know & Watch this week. brev.is/383tD
This week we cover some significant disruptors in several pockets of the market: energy prices, interest rates and market breadth. Check out this week’s recap, A Disturbance in the Force. brev.is/LbPrf
Check out our latest Investment Insights Monthly Newsletter, "Bond Market Signals: Inflation, the Fed and Growth." brev.is/Oafiw
Bill Hornbarger, CIO, shares his Three Things to Know & Watch this week. benjaminfedwards.com/three-t…
We’re proud to expand our footprint in Michigan, opening our fourth location, this one in Gladwin. brev.is/kX5sP
Bill Hornbarger, CIO, shares his Three Things to Know & Watch this week. brev.is/rkzbA




















