by Chloe Blythe | Jul 17, 2024 | News, Quarterly Newsletter
Download Newsletter Index Returns It was definitely a mixed bag in the second quarter for equity returns. The S&P 500 saw an increase of 4.28% powered by the strong performance in mega cap companies. The rest of the equity market was mostly negative. The Russell...
by Chloe Blythe | Jun 25, 2024 | Blog, Estate Planning
By The Galecki Financial Management Team Making arrangements for passing down your assets after death may feel like a grim task, but it really shouldn’t be. Estate planning involves crafting strategies to manage distributions from your estate according to your wishes....
by Chloe Blythe | May 16, 2024 | Blog
By The Galecki Financial Management Team When retirement time arrives, you might consider walking away from financial planning along with your job. But shifting from your working life to the first decade of your retirement presents several financial planning...
by Chloe Blythe | Apr 30, 2024 | Blog
By Andrew (Andy) Young, CPA/PFS, CFP® Are you looking for a financial advisor you can trust? In this video, Andy Young of Galecki Financial Management explains how an episode from his childhood led him to become a financial advisor. Now he helps his clients by...
by Chloe Blythe | Apr 11, 2024 | News, Quarterly Newsletter
Download Newsletter Index Returns Equities had a strong finish in the last quarter of 2023 and continued their rally in the first three months of this year. The S&P 500 was up another 10% in the first quarter. Large-Cap growth stocks were up more than 12% while...
