The IRS has released the Annual Plan Limitations for 2026 for defined contribution and defined...
For Individuals
November Market Commentary
Mark Tremonti and Scott Stapp (1999) Higher The end of October is an interesting time for many. Those who love the fall season are drawn to the changing colors and crispness of the autumn air. For others, it is a time of transition towards winter and an awareness that...
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August Market Commentary Too Late, Again?
August Market Commentary Too Late, Again? July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is holding off...
3 Retirement Planning Tips for a Secure Future
Retirement planning is a crucial (and unavoidable) process that will require you to spend some time analyzing your financial scenario, calculating your anticipated retirement savings needs, and your current savings efforts. The earlier you can start this analysis, the...
July Market Commentary A Disinflationary Trend Re-emerges
June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However, positive data around inflation and labor markets appears to have...
June Market Commentary A Fragile Balance at the Mid-Point of the Year
May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed met early in the month, and Chairman Powell managed to curb market pessimism by stating that it was unlikely that the Fed’s next move would be a rate hike. The...
Planning for Irregular Income: Managing Financial Health When Your Income Is Variable
Managing your income and expenses is always important, but it can be a bit harder when your income isn’t the same every month. It may be feast-or-famine, or there may just be enough fluctuation to make it more difficult to make financial plans. If you’re not on a set...
7 Retirement Terms You Need to Know
Retirement planning should start as early as now for everyone. The earlier you start locking down your future, the easier it is to plan, the earlier you will retire, and the more financially stable you will be when you stop working. Before you start planning for your...
May Market Commentary A New POV Takes Hold
April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest rate cuts. Conflicts intensified in Ukraine and the Middle East, and in the U.S.,...
Estate Planning Essentials: The importance of estate planning for a smooth transition and legacy preservation.
Have you ever wondered about the fate of your assets and loved ones after you're no longer here to guide them? What happens to your family, your hard-earned property, your finances, and the enduring legacy you've built over the years? In the face of your absence,...
April Market Commentary: What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a Grateful Dead fan for 50 years. In his comments at the press conference after the March FOMC meeting, he affirmed that...
March Market Commentary Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different. But one point of view has been remarkably consistent this year: the market does not seem to care about any of it. February saw the S&P 500’s...