September 2023

Happy September! I think we can all agree we are ready for the hot days of summer to end. The fact the hottest day of the year came August 25th when we were ready for summer to end will help us appreciate the fall. In the market, there is a similar desire for the slowdown in economic growth to end. We had two quarters of negative growth in 2022 and since then have averaged 2.5 percent per quarter. This has been reflected in declining corporate earnings. There is reason to be cautious with rising interest rates, resumed payments on student loans, increased credit card borrowing, and a lagged impact of disappearing government stimulus checks, but much progress has been made. I hope you have the chance to enjoy the last few weeks of summer with family and friends!


Employee Access to Roth 401(k) Plans on the Rise

New Life for Your Old Life Insurance Policy

Four Key Objectives of a Sound Retirement Plan

Time to Bulk Up Your Emergency Fund

Click To Read GWM Newsletter – September 2023