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May Market Commentary

May Market Commentary

“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is...

April Market Commentary

April Market Commentary

“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning, spinning ‘round and ‘round and upside down”- Upside Down by Jack Johnson (2006) In thinking about the investment markets over the last month and for...

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February Market Commentary: A New Administration Gets Down to Business

February Market Commentary: A New Administration Gets Down to Business

A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires [1]. The new administration got underway with a lot of sound and fury, particularly around...

The Social Security Fairness Act, HR 82

The Social Security Fairness Act, HR 82

Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for everyone who has retired under Social Security (SS) beginning effective January 2024. These reductions in SS applied to those receiving...

January Market Commentary: Seems Like Old Times?

January Market Commentary: Seems Like Old Times?

Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of office with the president’s party...

December Market Commentary:  A New Regime Comes Into Focus

December Market Commentary: A New Regime Comes Into Focus

A New Regime Comes Into Focus November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely to be...

Auto Enrollment Overview

Auto Enrollment Overview

We know how busy everyday life can be, and that’s why we’re here to make saving for your future easier. With auto-enrollment, you can start building your retirement savings automatically—no extra steps required.  A small percentage of your paycheck will be contributed...

2025 Retirement Plan, HSA, and IRA Contribution Limits

2025 Retirement Plan, HSA, and IRA Contribution Limits

The IRS has released the Annual Plan Limitations for 2025 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below.  Click here to download a PDF version of...

October Market Commentary A Volatile Start to the End of the Year?

October Market Commentary A Volatile Start to the End of the Year?

A Volatile Start to the End of the Year?  September Recap and October Outlook  September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00....

Investing at Every Age

Investing at Every Age

How to Invest at Every Age Investing is often seen as a tool reserved for the financially savvy or the wealthy elite. However, the truth is that investing is a crucial aspect of personal finance that everyone should engage in, regardless of age or financial status. In...

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