The Weekly UPdate, May 2025

Weekly UPdate articles from May 2025, newest first.

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Retirement Planning

Retirement During Volatile Markets

Many of our retired clients had successful careers and are now enjoying their retirement years. Stock market volatility is difficult to navigate for investors and even more challenging for those already retired. The diff

Anton Bayer · May 28, 2025 · 6 min read

Markets and Economy

When Great is Not Good Enough

Since the inauguration of President Trump, investors have been very nervous about his administration’s aggressive policy changes and process. He and his administration seem to be keeping Wall Street and Main Street on a

Anton Bayer · May 6, 2025 · 7 min read

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