Quarterly Client Letter – Q3 2021

November 12, 2021By Phil Clark, CPWA®,CFP®, CLU®

In this quarter’s letter, I keep thinking about the difference between familiar and normal. In so many areas of our lives, the normal has given way to the familiar. What was once not normal has become familiar, ie. wearing masks, schools and restaurants closing, hand-washing stations. Also, the opposite is true that what was once normal Read the full article…

KROST Wealth Monthly Economic Update: November 2021

November 9, 2021By Phil Clark, CPWA®,CFP®, CLU®

In this month’s recap: Stock prices notched solid gains as a strong start to the corporate earnings season fired up investors. Presented by Philip Clark, CPWA®,CFP®, CLU®, November 2021 U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October. The Dow Jones Industrial Average advanced Read the full article…

KROST Wealth Monthly Economic Update: October 2021

October 11, 2021By Phil Clark, CPWA®,CFP®, CLU®

In this month’s recap: Stocks hit some turbulence, turning cautious amid slowing economic growth, and policy debate in Washington. Presented by Philip Clark, CFP®, CPWA®, October 2021 U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. Read the full article…

Quarterly Client Letter – Q2 2021

July 29, 2021By Phil Clark, CPWA®,CFP®, CLU®

The three horsemen of the retirement apocalypse. Dramatic, yes.  Accurate, yes. Scary, maybe. I consider the most significant risks to a healthy and well-planned retirement: Low-Interest Rates Inflation Healthcare Costs The 2nd quarter of 2021 was marked with expansive growth in both GDP and, more importantly, inflation.  As communicated in the Quarterly Economic Update, “According Read the full article…

KROST Wealth Management Monthly Economic Update: July 2021

July 13, 2021By Phil Clark, CPWA®,CFP®, CLU®

In this month’s recap: Stocks moved higher as investors looked past accelerating inflation and the Fed’s pivot on monetary policy.Presented by Philip Clark, CFP®, CPWA®, July 2021 U.S. Markets Stocks moved higher last month as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent, but Read the full article…