Oct. 2022 Benchmark Bulletin

U.S. Deficit Lower for Now

The federal budget deficit dropped significantly in 2022 but is expected to rise over the next decade.

Famous People Who Died Without Proper Planning

There are plenty of celebrities who died without proper estate planning.

Consider a Bond Ladder for Rising Interest Rates

Building a bond ladder can help mitigate the effect of rising interest rates on the fixed income portion of your portfolio.

Building Financial Resilience

You can take steps to build the financial resilience you need to help you handle turbulent times and hopefully emerge even stronger.