Stock Market Update

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Market Week: May 22,  2023
A brief recap of last week's stock market activity, economic news, and an eye on the week ahead.

Thrivalist Guide

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Guidance for resisting emotional investing and staying on track for the long term.


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To help you make more informed financial decisions.


  • Reasons to Roll
  • How Taxes Impact Your Retirement-Income Strategy
  • Yours, Mine, and Ours
  • Protecting Your Business Against the Loss of a Key Person 
  • Child-Care Affordability  Is All Over the Map
  • Social Security Offers Benefits from Birth Through Old Age
  • Diversifying with Market Caps
  • How Much Should a Family 
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  • Where does your income fit?
  • Are you eligible for any of these college-related federal tax benefits?
  • Time for a spring cleanup: organizing your financial records
  • 50 and older? Here's your chance to catch up on retirement saving
  • Honey, they shrunk the groceries
  • Key retirement and tax numbers for 2023
  • Creating your own operation London bridge
  • Random acts of financial kindness

  • Retirement age expectations vs. reality
  • Balancing stocks and bonds in one fund
  • Fixed for life: what can an annuity do for you?
  • Three ways to help simplify your finances

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Shore United Bank N.A. and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank N.A.. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank N.A. or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value

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      This creates an incentive for Shore United Bank to make these referrals, resulting in a conflict of interest. Shore United Bank is not a current client of LPL for brokerage or advisory services. 
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