Individual Retirement Accounts (IRA) are one of the most popular retirement savings vehicles available for a good reason. They offer tax-deferred growth on your investment earnings and, in some cases (like a Roth IRA), tax-free withdrawals in retirement. But what if you’re not sure whether a Roth IRA is right for you? Or what if […]
Category: Our Money Life
Summary of Market Performance Third Quarter Ended September 30, 2022
U.S. Equity Investment Environment In a year of wild swings, the market took an extraordinary turn following Fed Chairman Powell’s Jackson Hole speech. The Federal Reserve reaffirmed its commitment to fight inflation, which reversed a summer rally, taking all major indices to their lowest levels of the year. The S&P 500 posted losses of 4.9% […]
Summary of Market Performance
First Quarter Ended March 31, 2022
U.S. EQUITY INVESTMENT ENVIRONMENT The U.S. equity markets suffered significant declines in January as a result of Federal Reserve Chairman Jerome Powell’s historic pivot in monetary policy to a more hawkish stance. Inflation rose to a 40-year high during the 1st quarter. Russia’s invasion of Ukraine on February 24th accelerated losses that led to the […]
Getting Your Finances in Order: A Q1 Check-Up
A financial new year checklist can help you avoid debt, save money, and prepare for years to come. Here, we’ll discuss some steps you can take to streamline your finances and make 2022 the best year yet for your bank account and your family’s future.
Summary of Market Performance: Fourth Quarter Ended December 31, 2021
U.S. Equity Investment Environment Despite the ongoing pandemic, record inflation and looming interest rate hikes, 2021 delivered robust returns. U.S. equities had a banner year with the S&P 500 recording 70 closing highs to end with a 28.7% gain. The S&P 500’s top 50 mega caps rose 31%, and the top five largest positions accounted […]