Education

Here are the resources Kate mentioned in the most recent circle chat.

• As Someone Who is Working What Issues Should I Consider When Reviewing My 2022 Tax Return? - fP Pathfinder
• As A Retiree What Issues Should I Consider When Reviewing My 2022 Tax Return? - fP Pathfinder

Coming Soon... Be on the look out for educational information regarding investing.

Learn more about staying safe whether online shopping or navigating the web.

• February 2023 - Horsesmouth CyberSecurity Newsletter
• January 2023 - Horsesmouth CyberSecurity Newsletter
• Savvy Cybersecurity Quick Reference Guide

Planning Tools for your yearend and starting the new year.

• Creating a Financially Organized Life - Horsesmouth
• Your 2023 Financial To-Do List - Morningstar
• Key Financial Data 2023 - Horsesmouth

Want to learn more about resources, retirement, social security, or estate strategies? We have a wealth of resources.

• Index Concentration Comes Back to Bite Investors - Hartford Funds
  
• 50 Things: What a Financial Professional Does for You
  

Weekly market updates from J.P. Morgan Asset Management

• J.P.Morgan Weekly Market Recap, March 20, 2023
• J.P.Morgan Weekly Market Recap, March 13, 2023
• J.P.Morgan Weekly Market Recap, March 6, 2023
• J.P.Morgan Weekly Market Recap, February 27, 2023
• J.P.Morgan Weekly Market Recap, February 20, 2023
• J.P.Morgan Weekly Market Recap, February 13, 2023
• J.P.Morgan Weekly Market Recap, February 6, 2023
• J.P.Morgan Weekly Market Recap, January 30, 2023
• J.P.Morgan Weekly Market Recap, January 23, 2023
• J.P.Morgan Weekly Market Recap, January 16, 2023
• J.P.Morgan Weekly Market Recap, January 9, 2023
• J.P.Morgan Weekly Market Recap, January 2, 2023
• J.P.Morgan Weekly Market Recap, December 26, 2022
• J.P.Morgan Weekly Market Recap, December 19. 2022
• J.P.Morgan Weekly Market Recap, December 12, 2022
• J.P.Morgan Weekly Market Recap, November 28, 2022
• J.P.Morgan Weekly Market Recap, November 17, 2022