The head of a large non-profit was nearing retirement and realized the seriousness of the moment. He really wanted to be clear on their financial future and was willing to keep working full time if needed. However, for some personal reasons, retirement at the end of the year was the desire for both him and his wife.
Midterms, rates, and the fundamentals that matter
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500...



