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The 'Seemingly' Unstoppable Bull Market

Whether from clients or acquaintances, there has been no shortage of inquiries about the stock market’s astounding rise since the onset of Covid in March of last year. During August, we saw multiple highs on the broad-based S&P 500 Index, while the tech-heavy NASDAQ Composite topped 15,000 for the first time, according to data provided by Yahoo Finance.

Is it Time to Downsize Your Home?

Did you buy your home many years ago? Or have you been in your current place for just a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in your home. Now that you are in retirement or are nearing retirement, the mortgage may be paid off or you might have a significant equity stake in your primary residence. Much goes into a decision to sell your home, and the process may seem daunting if you have lived in your house for years. Here are some questions to think about.

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