Broker Check

August 2026: Your Money Matters

August 12, 2026

This month’s Your Money Matters newsletter contains information on insuring a second home, AI's impact on financial strategy, and the impact on inflation.  We also included an article on how to build personal legacy. If you have questions, don't hesitate to reach out to us for answers. Happy August!

Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Building Your Legacy
A four-step framework for building a personal legacy.