Each month I review current research from First Trust, J.P. Morgan Asset Management, Franklin Templeton, MFS, and PGIM and share the points that matter most for your portfolios. In September the Federal Reserve moved from talk to action. This letter updates you on that decision, the rise in longer-term interest rates, and what has not changed in the underlying investment story. The Fed Raised Rates Last month we wrote that a September rate increase had become a live question

Each month we review current research from First Trust, J.P. Morgan Asset Management, Franklin Templeton, MFS, and PGIM and share the points that matter most for your portfolios. Last month the main takeaway was resilience: company profits were strong, the economy was holding up, and most researchers expected the Federal Reserve to leave interest rates unchanged through year-end. August changed part of that picture. This letter updates you on what is new and what has not chan

There is nothing quite like taking financial planning out of the office and onto the water. Here at Guided Financial Strategies in Mystic, Connecticut, we believe that building a strong financial future goes hand-in-hand with building genuine, lasting relationships with our community and clients. Recently, our team and clients traded calculators and investment strategies for tropical drinks, ocean breezes, and a relaxing sunset cruise along the scenic Mystic River. Unwinding

When financial professionals gather to collaborate, share insights, and discuss the future of wealth management, incredible opportunities follow. Recently, our team at Guided Financial Strategies traveled to Salt Lake City, Utah, for the annual Cetera conference—and our very own Rick Dickinson had the distinct pleasure of sitting down for a featured interview. Whether you are looking for top-tier financial planning, expert wealth management advice, or guidance from industry l

When it comes to family financial planning, every parent wants to give their children a strong foundation for the future. Whether you are saving for higher education, building a long-term investment portfolio, or navigating complex wealth management strategies, knowing which tools to use can make all the difference. With new legislative savings options now available—such as Trump Accounts—families have more opportunities than ever to start investing early. But how do these ne