What's inside this month's edition?

-Sandwiched: Balancing Financial Priorities
-Did You Know? Facts & Statistics
-3 Ways Genealogy Benefits Seniors
-Local Events this Spring
-Planning Tip

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LPL Financial began mailing consolidated 1099s on January 31st using a staggered mailing schedule. In order to minimize correction forms, holders of securities that may be subject to income reclassification (REIT, UIT, foreign security or municipal bond funds) had their consolidated forms mailed starting February 15th.

After nearly 10 years of witnessing the US economy and stock market recover and thrive, many investors are starting to wonder if we've seen all this expansion and bull market have to offer.

The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2019, and there are a lot of changes that will help savers stuff these accounts.

This week Bob was inducted into the Maddalone Entrepreneur Wall of Success at his alma mater, Siena College. Congratulations, Bob!

After the long stretch of relative calm investors have enjoyed, the recent market pullback should not be surprising. Corrections are a healthy and regular part of the investing cycle.

A combination of factors (recent Federal Reserve rate hikes, upcoming mid-term elections), along with investor emotions together caused the market to drop.

Last Wednesday, August 22nd marked a major milestone - the bull market (born on March 9th, 2009) became the longest in history, overtaking the record run from the 1990's.