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Bridging the Gap

Between industry news and personal experience.

February 2022 Retirement Readiness eNewsletter Thumbnail

February 2022 Retirement Readiness eNewsletter

The newsletter this month features a few facts we think may surprise most folks when it comes to retirement, highlights some uncertainties we all face that can erode our sense of confidence, touches on common mistakes you can avoid and shares a useful article that will help to jumpstart a conversation about retirement spending...

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Insight & Portfolio Changes From Nathan's "Lab" Thumbnail

Insight & Portfolio Changes From Nathan's "Lab"

Well that was exciting! Specific equity indices had intraday swings of 3.5% - 4% and CNBC didn’t even run a “Markets in Turmoil” special (or maybe I just stopped paying attention). It’s almost like we’ve become conditioned to increasing volatility....

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