Milestone Market Update Spring 2022

Happy Spring!

To say we are in a tough market environment would be a massive understatement. 


Milestone Market Update

As you are likely aware, Russia has invaded Ukraine which has sent shockwaves across the world and caused disruption in the stability of asset prices. We will be continuously monitoring the situation and its impact on the markets, but wanted to share some of our thoughts as the situation stands now.

Milestone Market Update - January 2022

Happy New Year! We hope this message finds you well and you had an enjoyable holiday season.

For investors heading towards retirement, it’s time to review your 401(k)

As retirement gets closer, it may be time to re-think how you handle your 401(k).  

Milestone News and Market Update - September 2021

We hope you've had a fantastic summer! In this newsletter, we provide:

  1. A security update on logging into your account through Investor360
  2. Our thoughts on the markets
  3. A recap of our summer and what we've been up to personally


Understanding the American Rescue Plan Act of 2021


On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (“the Act”) into law, with large portions of the bill acting as an economic stimulus for individuals and businesses affected by the COVID-19 pandemic.

Market Update - February 2021

We hope the “Blizzard of ‘21” provided you, if you live in the northeast, with a touch of beauty and a positive distraction from the barrage of news we’ve been seeing lately! Despite the tremendous challenges we have faced over the last year, investment markets are seeing their way through with a positive belief that better times lie ahead.

Milestone 2020 Year in Review

As we near the end of this challenging year, we reflect on those who have died and all who are experiencing loss. We grieve with them. We applaud the bravery of our healthcare and essential workers who have been on the front lines throughout this pandemic. We are so grateful for the blessings that we have. Most of all, we are thankful for the wonderful relationships that we have with you – our clients and friends. We produced a video to recap this year, and hope you enjoy it.


Have a wonderful holiday, and thank you again for your continued confidence.

Market Update - August 2020

We hope you are enjoying your summer! 2020 has been a challenging year to say the least, but we are grateful for our health and the relationship we have with you. We are sad we won’t be able to host the car show picnic this year!

Should I pay off my mortgage early or invest those funds?

If you have a good credit rating and a low mortgage interest rate (Google “current mortgage rates”), the decision of whether to accelerate your mortgage payoff or not is a question of your preference and tolerance for risk.