Hi there!

So, here we are, October. The last quarter of 2023. The weather is FINALLY nice for those of us in the northeast. And what has changed in the markets and the economy??? A whole lot of nothing.

Seriously, I could just reload my last one or two newsletters; The Fed is still keeping rates high and will probably keep them there for a while; Inflation has dropped quite a bit but not enough to appease the Fed; Unemployment is staying pretty low and most people who want to work can find jobs. So, let’s not talk about the “usual themes” in this note.

Let’s talk about YOU! I keep wondering about what you are thinking these days. I’ve had some great conversations with many of you and plan to keep calling the rest of you over the next few weeks to check in. But I would really like to hear back from you via email to help me prepare for my call. I’m just asking for a few minutes of your time.

How are you feeling? About the economy/markets/prices and inflation/politics-you name it, whatever is on your mind. Share a few thoughts with me, what IS on your mind? Take a step back and think about your financial plan and your current situation. Are you comfortable in retirement? Or, if not retired yet, do you feel that you are on a good path to retire comfortably? Have your accounts grown in the last 5 years? 10 years? 20 years? Do you feel better off than you used to be?

Finally, I’d like to hear about your vision for a good retirement. Have you given it much thought? Would you like to make changes to the vision we have discussed in the past? When markets and the winds of change slow down and seem to go sideways it gives us a chance to stop and think about the big picture. Why not send me a quick email now to get this process going?

Thanks for your time and enjoy that pumpkin spice latte or Autumn brew IPA!

Chris Reaney, CFP®

Founding Partner

Managing Director

Steward Partners Global Advisory

603-427-8859 (office)

603-944-0873 (cell)

844-572-4435 (toll free)


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