And if you long to never die/ Baby, plug in, upload your mind/ Come on, you’re not even alive/ If...
For Individuals
February Market Commentary
I’m gonna sit back right easy and laugh / When Scooter and the Big Man bust this city in halfTenth Avenue Freeze-OutBruce Springsteen January is often considered the bellwether month for the U.S. stock market. If the S&P 500 is up in January, it signals a good...
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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?
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
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...
September Market Commentary The Finish Line or the Starting Gate?
The Finish Line or the Starting Gate? August Recap and September Outlook As summer ends and September continues, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding rates steady to returning rates to lower levels. July and...
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...