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Thursday, May 23, 2024

"How do we manage the cost of care?" is a question that clients ask us with increasing frequency. Whether they're planning for their future needs or currently caring for their aging parents, the Sandwich Generation is considering the...

Thursday, March 28, 2024

Through March 22, the Standard & Poor’s 500 index had gained 10% year-to-date. So does that mean you should expect an “average” year? 2024 Market Outlook: Fed Stays the Course

Friday, February 16, 2024

Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to...

Thursday, January 18, 2024

A happy and health-filled 2024 to you and yours.

Tuesday, December 26, 2023

Fed Chair Powell finally made his much-anticipated “pivot” at the close of the Fed’s two-day December meeting, saying he sees short-term rates heading lower next year. Perhaps much lower. Surprised but excited, the...

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Tuesday, December 26, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Tuesday, December 5, 2023

As we enter the home stretch of year end, we want to take this time to thank you for your business and wish you a wonderful Holiday Season. It is certainly a time to be grateful for our family and friends and take time to reflect upon...

Monday, November 27, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Monday, November 20, 2023

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...

Wednesday, November 15, 2023

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Monday, November 6, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Tuesday, October 24, 2023

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...

Tuesday, October 17, 2023

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Monday, October 9, 2023

Stocks rallied on Friday after a stronger employment report than Wall Street expected. The headline increase in September payrolls initially generated fears of further Fed rate hikes, leading to a spike in bond yields and steep...See More

Wednesday, September 27, 2023

Here's a photo from my seat at the Defined Contribution Summit in New York. What a great conference! I'm looking forward to sharing terriffic information with our retirement plan sponsors and participants. 

Monday, September 25, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Monday, September 18, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Monday, September 11, 2023

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....

Wednesday, August 23, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...