Charles L. Cole, Registered Representative, MMGP

While technology stocks dominate the news, it’s important to maintain a diversified equity portfolio. In fact, according to Bloomberg, 10 of the 11 S&P sectors were positive the week of March 17, with real estate the only area to show a loss.

How did your portfolio do? Is it diversified enough to find opportunity however the market inevitably shifts? Let’s talk.

When it comes to your finances, what’s most important to you? Let’s discuss your priorities and how you can take steps toward accomplishing your goals.

Everyone should have an estate plan, regardless of how much money they have in the bank. It’s a way to plan for your loved ones’ futures after you’re gone. Getting started is easy, let’s connect.

www.massmutual.com

How will you care for your aging parents? Let’s make a financial plan that prioritizes their future — and yours.

Too many I.T. consultants with group long term disability (GLTD) through their employer don't realize that their coverage may not be enough. Contact me today and we can begin creating a portable protection plan by adding supplemental individual Disability Income (DI) Insurance coverage.

https://fieldnet.massmutual.com/public/di/pdfs/di20007.pdf.

Let’s talk about the steps you can take today that could make a big difference when you’re ready to retire.

https://blog.massmutual.com/planning/2023-financial-wellness-plan.

Let's talk about how this new perk could help to support your child's future goals.

https://www.msn.com/en-us/money/retirement/529-plan-beneficiaries-can-look-forward-to-this-perk-in-2024/ar-AA1j4U0R.

When setting goals, it can help to see where your priorities lie. Take this quiz to help: https://explore.massmutual.com/ovosmf4f?L=Linkedin.

March is women's history month. Today and every day, we honor the contributions and achievements of women.

For many, finances are a source of stress. So better money management can help improve your emotional well-being too. I can help with your financial path — let’s talk.

On Friday, March 1, the Nasdaq and S&P 500 both closed at all-time highs. Is now the right time to invest? Reach out to me to discuss your goals and opportunities.

The federal gift tax exclusion has increased to $18,000 per person in 2024. Let’s talk about how this could affect your plans for granting money to your loved ones.

https://www.msn.com/en-us/money/taxes/irs-announces-2024-tax-brackets-standard-deductions-and-other-inflation-adjustments/ar-AA1jFJLz.

That filing deadline is just around the corner! Make sure you keep these tax breaks in mind - they could potentially save you thousands of dollars per year.

https://blog.massmutual.com/planning/tax-breaks-parents.

Your financial dreams may be more achievable than you think. Discussing them with a financial professional is one way to get the ball rolling. Let’s connect.

Don’t go it alone! I can help you get started.

Income protection is a key element of overall financial wellbeing, especially for those within the medical community. Let’s make sure you’re protected. https://bit.ly/3T7Nj86.

A new law is making it easier for Americans to do both. Learn how you can take advantage in 2024 and beyond.

https://bit.ly/3T4PBow.

For those working freelance, tax requirements can be very confusing. Knowing where you stand helps your long-term financial goals stay within reach.

https://bit.ly/4bGyvoh.

One size doesn’t fit all – in life or in your financial planning. Let’s connect about your unique plans and goals.

Interest rate uncertainty is still in the forecast with the CME FedWatch Tool currently reflecting an 84% chance that the Federal Reserve does not adjust rates at their March FOMC meeting. Expectations change, but having your equity and fixed income portfolios positioned for the long-term can help bring balance.

Reach out if you have questions about the current interest rate environment and your investment strategy.

Kickstart your year by setting financial goals. Download the checklist to begin: https://bit.ly/4bBYRYy.

One of the best ways to show your love on is to build a strong foundation to help protect your loved ones. Let’s talk!

https://bit.ly/4bEdevu.

As you look to the year ahead, consider giving your child or grandchild a gift that can help them reach their dreams. Contact me to learn more.