Susan Jung |

As the Russia-Ukraine situation drags on, there is concern that a significant market reaction will occur if there is a conflict. This is a reasonable assumption

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Susan Jung |

Many issues are currently highlighted in the media as important concerns for the market as well as the economy. In this special video update, I highlight

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Susan Jung |

 In today’s video update I discuss the type of fixed income assets that we purchase. We contrast individual bonds with diversified assets and give more clarity

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Susan Jung |

With so much noise around inflation and rising interest rates, some are concerned about bond investing and what the fate of bond assets will be. To answer your

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Susan Jung |

Happy New Year

This year is finally over and we’re onto a new start. It’s our wish for 2022 to build on the momentum that we have experienced in 2021 as we

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Susan Jung |

We still don’t know what final tax legislation will look like. One change that is being considered is an adjustment to the State and Local Tax (SALT) deduction

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Susan Jung |

Inflation continues to be in the news. In this week’s audio update, I comment on the Federal Reserve’s plan to begin the taper of current interest rate policy

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Susan Jung |

So grateful for the opportunity to help you and your family. It means the world to us and it’s not simply a job; it’s our passion and mission in life.

In the

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Susan Jung |

What will the new world look like post pandemic? We’re starting to get some signs that the world will not be as open as it once was pre-coronavirus. Still

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