Matthew Udal

03/06/2024

Calling all compassionate hearts! National reminds us of the power of change via volunteering, advocating for social justice or supporting charitable organizations.

03/04/2024

It’s been a tough couple of years for diversified portfolios, but history shows that diversification works over time. If you have questions about your portfolio’s asset allocation, let’s connect.

Is the 60/40 portfolio becoming defunct?

03/03/2024

Do you have excess funds invested in cash? If so, it’s worth considering how you may be able to lock in longer-term yields by moving to fixed income. Let’s connect if you’d like to discuss.

The window of opportunity may be closing for investors.

03/01/2024

In March, we honor the contributions of American women who have made history, broken barriers and changed the country for the better. Happy Women’s History Month!

03/01/2024

From longer lifespans to persistent pay gaps, women face unique financial hurdles. I can help you take control of your financial future.

Women face several unique factors that can have a big impact on their financial life.

02/29/2024

No one can accurately predict when the markets will go up or down. Let's talk about ways you can stay invested while adding a level of protection against loss --- improving your potential investment outcomes.

02/28/2024

The pay gap isn’t the only gender gap affecting the financial welfare of women and their families. Let’s talk about closing the protection gender gap too.

02/27/2024

Did you know that leaving an employer isn't the only time you can move your retirement savings? You can roll your 401(k) fund into an IRA at any time – even while still employed at the same place. Let’s discuss if this strategy fits with your broader retirement savings plan.

Are there financial benefits to working while in retirement? Learn how your earnings could affect Social Security benefits so you can make an informed decision.

02/26/2024

Talking about money can be difficult. Here are 9 ways share strong financial values with your child.

Set your children up for success.

02/22/2024

As you think about your legacy, I am here to help you facilitate these conversations.

Here’s how to create a positive and productive discussion with family and heirs.