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Weekly Wealth of Knowledge - Week of 10/17/22

October 18, 2022

The Weekly Wealth of Knowledge is your download of this week's most important topics related to financial planning, the markets, and our community. October kicks off "breast cancer awareness" month, where we will be providing you content on how to get involved to support the continued battle against this horrible disease. This will include ways to give, get involved with advocacy, as well as ensure you are educated on how to carry the torch, not just in October, but throughout the year!

In this issue:

       •  Intergenerational Wealth Transfer (3 min read)
       •  Market Average Returns (2 min read)
       •  Healthy Diets & Disease (3 min read)

BONUS: Upcoming Cybersecurity Webinar - Register Today!

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Intergenerational Wealth Transfer

As part of our overall financial planning process, wealth transfer to the next generation is often one of the client's main goals. According to some, the next intergenerational wealth transfer could be like nothing we have seen before. Are you taking the proper steps now to ensure it happens as planned?  Do not hesitate to call to make sure your wishes will be met. 

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 Average Market Returns

Average historical market returns are an ongoing subject of much debate. Although published reports state one thing, looking at year over year returns tends to offer a different story. If you have questions how this can impact your long term financial plan, do not hesitate to reach out. 

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Healthy Diets & Disease

As we continue throughout the month of October to increase the awareness of breast cancer and some of the steps we can take to prevent it, this week we look at the role diet can play, not only with breast cancer, but your health overall in general.  

Click to Read Full Article!


Cybersecurity Webinar - Aware & Prepared 

Scammers target people of all demographics and often succeed because they catch people off guard. Good security habits and being aware of threats may help lessen the odds of becoming a victim and we are here to help. Join us on October 20th at 6:00 P.M. Be prepared to learn all you can do now, as we partner with MFS Investment Management for this exclusive webinar to prevent your cybersecurity from being compromised in the future.

Register Today!

The opinions voiced in this material are for general information only and are not intended to provide specific financial or tax advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

LPL Financial is not affiliated with MFS.