This month focuses on reflecting on the past year while preparing for what comes next. It outlines considerations for reviewing your financial plan, including contributions, investment allocations, and beneficiary designations as you approach the new year.

Market commentary touches on labor trends, interest rate expectations, and sector activity. You’ll also see how clients are spending time in retirement through the “Life in Retirement Wall,” offering a look at life beyond the numbers.

Read the full update for year-end insights and planning ideas.