Richards & Cady Wealth Advisors

Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.

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Last week, markets softened as a stronger labor report drove yields and rate expectations higher. Despite solid economic data, inflation concerns and geopolitical pressures continue to complicate the outlook for monetary policy. Learn more with this week’s market perspective.

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Last week, U.S. markets extended their rally to an eighth straight week, supported by strong earnings. While equities gained, the macro backdrop remained mixed marked by a flattening yield curve and declining consumer sentiment amid ongoing inflation concerns. Learn more with this week’s market perspective.

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Life never stands still — and neither should your estate strategy.

Marriage, kids, divorce, new assets, health changes, or even shifts in tax laws can quietly make your current plan outdated or ineffective.

Having an estate plan is important, but keeping it up to date is what actually protects your family when it matters most.

When was the last time you reviewed your Will, Trust, Powers of Attorney, and beneficiary designations?

How Often Should You Update Your Estate Strategy? Review your legacy approach regularly, particularly following significant life events or legislative updates.