Capital Management Group of New York

Enjoy this weekly wisdom where Stephanie Link discusses her favorite long-term themes.

Link’s Favorite Long-Term Themes: Housing Last week we learned that the Fed is likely to cut interest rates in September. As of August 26, markets are estimating a 70% chance for a 25bp cut and a 30% chance of a 50bp cut.

A decision like this is important, make sure to give much thought when choosing an executor and/or trustee.
https://bit.ly/3yZmWtF

Choosing An Executor and or Trustee Writing a will is a great way to legally document your plans for where your money will go when you die or become incapacitated, who will be in control of your estate, and who the beneficiaries will be. Additionally, for those who have chosen a trust instrument to control their assets, perhaps as par...

Check out this week's Weekly Wisdom.

A History Lesson on Market Corrections In times of uncertainty, we find it best to zoom out, look at the bigger picture, and put everything into perspective. Markets have been performing extremely well as of late, well above long-term averages.

When it comes to funding college, saving early and often is key. Have you considered all your options?

Funding Your Child’s Education Planning strategies to consider with your advisor The skyrocketing cost of college education has become a growing concern for students and families across the U.S. ― even for those with relatively high income and asset levels. In 2023–24, average annual total costs (i.e., for tuition and fees; r...

Enjoy this week's commentary as it discusses the feds recent decision.
https://bit.ly/3WxvBeC

The Fed Sets the Table for September The Fed chose to keep its policy rate steady yesterday, at 5.25-5.50%, as expected. This marks the eighth meeting in a row with no change and the 17th straight unanimous decision.

Medicare can be quite confusing; this article helps with some basic questions. Click on the article to learn more.

New to Medicare? Here’s What You Need to Know Ask yourself these six crucial questions when enrolling inMedicare for the first time If you’re nearing 65, the age of eligibility to enroll in Medicare, you’ve probably begun to think about switching to the federal health insurance program from your current plan. The government’s annual guide...

https://www.kiplinger.com/personal-finance/the-basics-of-estate-planning

The Basics of Estate Planning If you have a will or trust, congratulations. But you’re not done with estate planning.

Enjoy this article as it explores ways to build a high-performance culture. Click to read article.

3 Ways to Build a Culture That Lets High Performers Thrive Many companies build cultures that are focused on controlling the output of low performers, rather than growing and unlocking everyone’s skills. This approach is low-ROI and ultimately problematic for high-performance cultures. Leaders spend an inordinate amount of time handholding their least pro...

Enjoy this week's Weekly Wisdom from Chief Investment Strategist, Head of Investment Solutions and Equity Portfolio Manager Stephanie Link.

A Tale of Two Outcomes As we know, four months until the election is a long time, and a lot can change by then. With investment implications on the line, we thought we’d break down our opinion. Learn more here.

Student loans can be overwhelming, this article helps with some basic questions. Click here to read article: https://sforce.co/45Rk3qM

Check out LPL Financial Research's Weekly Commentary on the market: "How the U.S. Debt Downgrade is Different From 2011".

hsl-pnw-downloadable-files.s3.amazonaws.com

https://www.kiplinger.com/kiplinger-advisor-collective/bucket-budgeting-an-easy-way-to-manage-cash-flow

Bucket Budgeting: An Easy Way To Manage Cash Flow If you’re looking for a place to start better managing your finances, give this simple 'bucket budgeting' method a try.

Check out LPL's The Talking Point: "Earnings and Key Inflation-Related Data Take Center Stage".

Earnings and Key Inflation-Related Data Take Center Stage | LPL The Talking Point Dr. Quincy Krosby, LPL Financial’s Chief Global Strategist, recaps the jobs report from last week and then dives into the importance of the start of second-quarter earnings season and the barrage of inflation data being released this week which will be used to help the Fed make their next rate hik...

https://artofhealthyliving.com/10-strategies-you-can-employ-to-boost-your-physical-wellbeing/

10 Strategies You Can Employ To Boost Your Physical Wellbeing Physical wellness is key to leading a happy and healthy life. Here are 10 strategies you can employ to boost your physical wellbeing.

Check out LPL Financial Research's July 2023 Client Letter.

hsl-pnw-downloadable-files.s3.amazonaws.com

https://bit.ly/3XBecBU

How to Stop Programs From Loading When Windows Starts Up If a bunch of applications are slowing your computer down, here's how to take control.

https://bit.ly/446tIZ7

5 Ways To Get Fit Without Leaving Your Desk If you spend a significant part of your day sitting at a desk, then read on to discover 5 ways you can get fit without leaving your desk:

https://www.cnet.com/health/mental/5-exercises-that-give-you-the-mental-health-boost-you-need-and-more/

5 Exercises That Give You the Mental Health Boost You Need and More Exercise isn't just good for your body, it's great for your brain, mental health and pain tolerance. Let's talk about which activities you should be trying.

https://www.fastcompany.com/90915418/3-ways-to-become-the-dream-employer-new-grads-seek

3 ways to become the dream employer new grads seek To attract and retain those joining the workforce during the generative AI gold rush, companies need to rethink their roles and culture.

Check out the LPL The Talking Point: "This Week's Focus is Jerome Powell on Capitol Hill".

This Week's Focus is Jerome Powell on Capitol Hill | LPL The Talking Point Dr. Quincy Krosby, Chief Global Strategist at LPL Financial, discusses the importance of Fed Chair Jerome Powell’s testimony on Capitol Hill, the inclusion of the Russell 2000 in the recent market rally, and whether China will introduce fiscal stimulus to spur their economy. Tracking # 1-05373635

Ladies, are you looking to boost your bank account balance? There are a few key steps you can take to thrive financially. Start by paying yourself first and making saving a priority. Monitor your spending and follow a budget to cut out unnecessary expenses. Consider increasing your income with a side hustle or negotiating a raise. Read this article to learn more and take charge of your finances - there is always time to improve your financial health!

Here Are 5 Ways for Women to Boost Their Bank Account Balances Image source: Getty Images Despite having a longer life expectancy, women make less money than men. According to the National Partnership for Women

Check out LPL Financial Research's June 7th, 2023 Client Letter.

hsl-pnw-downloadable-files.s3.amazonaws.com

https://bit.ly/3IVzEM2

Council Post: Good Leadership Is A Balanced Approach As a scientist, I have spent a lot of time thinking about what makes a good leader and how to become a better one.

Feeling overwhelmed? Learn how understanding your emotions can help you manage your anxiety.

Understanding your emotions can help you manage your anxiety Take some deep breaths—that'll help. Kelvin Valerio / PexelsExcerpted from Good Anxiety: Harnessing the Power of the Most

https://finance.yahoo.com/news/employer-doesnt-match-401-k-140021599.html?guccounter=1&guce_referrer=aHR0cHM6Ly9teXNtYXJ0b2ZmaWNlMy5lei1kYXRhLmNvbS8&guce_referrer_sig=AQAAAGUEbxifcs93-_LLvEYc5v8ZjFsCy1txmNE4TYssjgGueIGwwKzI6kOFqw4ObyiXvuuRVS2KQQeYpwcr0DGbM2mUb40F-3w0lhP-a4PEuF05cwzPZzis6DaJwaNNXh0wWps5fMG5NVk_12OUnPbD0iO779yp6icoldc7sdIvINPs

My Employer Doesn't Match My 401(k). Is It Still Smart to Max It Out? When an employer matches your contributions to a 401(k), it represents one of the best retirement savings opportunities around. Not only does the match effectively double the size of your contribution up to the employer's matching limit, but employer contributions … Continue reading → The post W...

Are you saving for your children's future education? While a traditional college savings plan is a popular option, several other account types can be used to save for children and grandchildren. By reading this article, learn more about these options and find the best fit for your family's unique goals. Take advantage of the opportunity to save smart and prepare for your family's future. Click the link to read more!

Saving Beyond A 529 Plan: What Are The Other Options? Most parents and grandparents I talk to have a desire to provide for the next generation. Many immediately ask about a 529 plan, but there are several

Check out LPL Financial Research's May 3rd, 2023 Client Letter.

hsl-pnw-downloadable-files.s3.amazonaws.com

https://bit.ly/42eNyQG

The 25 Cheapest Places to Live: U.S. Cities Edition Have a look at the cheapest places to live in America for city dwellers. Is one of the cheapest places to live in the U.S. right for you?

https://www.forbes.com/sites/amyleschke-kahle/2023/04/21/the-not-so-secret-sauce-to-leading-in-the-new-world-of-work/?sh=1af4f2431ef1

The Not-So-Secret Sauce To Leading In The New World Of Work Some of the steadfast rules of work have stopped being effective. Holding on to these outdated ideas and practices is getting in the way of leaders leading and workers working. Let's bust some of the common leadership myths.

https://www.kiplinger.com/retirement/best-places-to-retire

The Best Places to Retire in the World When it comes to the best places to retire, which country is at the top of the list? And where does the U.S. feature on the leaderboard? We investigate.