Join us on Friday, May 24, at 10:00am for an information session on 529 College Savings Plan. Ask all your questions and find out if now is the time to open one for your grandchild. What we will discuss about 529 plans: We will be going over the changes that make these 529 College Saving […]
Category: Blog
Younger Investors: When is the Right Time to Hire a Financial Advisor?
Today there is an app for everything. Including for managing money, assets, and liabilities. According to a recent report published by The Zebra, eighty-five percent of young adults use at least one personal finance tool or app, with more than half foregoing the assistance of a human advisor. Fifty-four percent of 26-year-olds manage most or […]
Summary of Market Performance Fourth Quarter Ended December 31, 2023
In this fourth-quarter summary, we review the key market highlights of the quarter, discussing factors that contributed to the performance of U.S. and international equities, fixed income, and commodities. Actions by the Federal Reserve to shift monetary policy late in the year along with the dramatic performance of the “Magnificent Seven” was the icing on the cake for 2023.
Navigating the Changes: A Guide to the 2024 IRS Contribution Adjustments
As we step into the new year, it’s crucial for taxpayers and investors to be aware of the latest updates from the Internal Revenue Service (IRS).
Summary of Market Performance Third Quarter Ended September 30, 2023
U.S. Equity Investment Environment U.S. equity markets saw consecutive declines in August and September as investors grappled with ongoing inflation, fear of a government shutdown, rising interest rates, and the potential for a “higher-for-longer” rate environment. The S&P 500 experienced a disappointing quarter falling 3.3%, though remains up 13.1% year to date due to the […]