Q4 Newsletter
November 23, 2023

Dear Cautious Optimist, As you contemplate the delightful dilemma of pumpkin or apple pie (inevitably deciding on both, we’re sure), we

In Laymon’s Terms – October 2023
October 30, 2023

Welcome to your October 2023 update, where we’re diving into the latest financial trends, market behaviors, and even a dash

Go Phils!
October 27, 2023

For Philadelphia sports fans, it seems like every team, every season is a battle between “we are so back” and

Everything You Need to Know About Trusts
October 16, 2023

What exactly is a trust? In the most basic terms, a trust is a legal arrangement in which assets are

In Laymon’s Terms – Sept 2023
October 2, 2023

In a world full of big financial jargon and complex trends, here’s your fun-sized update for September 2023. We’re touching

Retirement Planning at Every Age
September 19, 2023

Here are decade-by-decade strategies for saving and investing throughout your career so you can retire comfortably. In Your 20s –

Inverted Yield Curve
September 5, 2023

What is a yield curve inversion and what does it mean today? The yield curve itself is created by a

Q3 Newsletter
August 22, 2023

Dear Cautious Optimist, Somehow we are closing in on Labor Day. Historically, summer is our quiet season, yet it has been

Is the S&P 500 MY Benchmark?
August 4, 2023

If you’re an investor, odds are someone has taught you the benefits of diversification somewhere along the way.  I learned

Mood Rings
July 21, 2023

Can a mood ring tell you when it’s a good time to invest? It’s tough to avoid getting moody about