Helping You Enjoy Your Wealth Today Without Having to Worry About Running Out Tomorrow
You’ve worked too hard for too long to not enjoy what you’ve built. We strive to help retirees and those making their exit to maximize income and minimize taxes so they can maximize living.
Breathe Easy – You’re at Exit 59
Our firm’s name—Exit 59 Advisory—is a metaphor for life’s journey. Our favorite Exit 59 is off I-95, a busy highway along the East Coast, to Guilford, Connecticut. Driving into the quaint town, you catch sight of the dense woods and inhale the salty sea air. As you clear the woods, an expansive waterfront appears seemingly all around you. Life immediately slows down.
To us, I-95 represents your working life. It’s a long journey filled with ups and downs, twists and turns, starts and stops. But when you reach Exit 59, you can relax and breathe easy, knowing you’ve made it. Likewise, at Exit 59 Advisory, our goal is to give you the confidence necessary to truly enjoy your freedom.
Insights
Wicked rotation, solid fundamentals
The S&P 500 finished the month down 0.9%, while the 10-year Treasury yield declined to 4.91%, in a market that can only be described as a wicked rotation. The modest decline in the headline index masks a much broader market beneath the surface, with nine of the 11...
Midterms, rates, and the fundamentals that matter
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500 finished the month down -0.3%, bringing year-to-date returns to 12.75%. But beneath the index level, the story was more mixed. Small Cap stocks struggled,...
Still looking good, but don’t get complacent
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of headlines this month to test investor resolve. Long-term Treasury yields climbed to multi-decade highs amid renewed concerns about deficit and inflation....