As the plethora of store displays and advertising materials make abundantly clear, it’s back-to-school shopping time. Although many are still happily in the throes of summer vacation, parents of school-age children can’t help but think about the upcoming school year.

However, whether you have school-age children or not, you shouldn’t think that “back to school” doesn’t apply to you too. Whatever stage of life you’re in, the end of August should prompt some self-reflection on the state of your own education, investment related or otherwise. This could involve learning more about various economic indicators, or it could be identifying and filling in any gaps in your knowledge that could be limiting your ability to take advantage of potential opportunities.

I hope the articles included in this newsletter help you in this process of continual learning.

Whatever your investment/financial education or situation, I’m here to help you make the best possible decisions for you and your family while giving you the tools to keep on learning. If something’s on your mind, don’t hesitate to reach out so we can discuss it.

Have a great last couple of weeks of summer!

2022 Checkup: How Are You Doing Relative To Your Personal Finance Goals?

The Tricky Math of Retiring Into a Downturn

The 60/40 Strategy Will Beat Inflation Eventually, Survey Shows

9 Money Moves To Prepare For Rising Inflation

Stop Asking, “What’s the Worst That Could Happen?”

Click here to listen to the podcast: Unscatter The Chatter