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The Roth-Only Catch-Up Contribution Rule Will Get Time to Catch Up

The SECURE 2.0 Act, which was passed in December 2022, made a significant change to the IRS catch-up contribution rules. The catch-up contribution allows those aged 50 and above to contribute an additional $7,500 to an employer-sponsored pre-tax retirement plan.

By |2023-10-27T13:25:27+00:00October 24th, 2023|Resources|0 Comments

October Market Commentary: A New Era for the Economy Creates Uncertainty

The outcome of the Fed's meeting in September was to hold rates at the current level. It has been described as a "hawkish pause," and the Fed was clear in post-meeting remarks and statements that one more increase is still possible in 2023.

By |2023-10-27T13:26:51+00:00October 24th, 2023|Blog, Resources|0 Comments

When is the best time to invest?

Stephanie Griebel has taken a few minutes to record a video that highlights actual average returns investors would have experienced from 1926-2022 when investing at a new market high verses when the market has had a 10% decline. This provides some perspective around long-term investing success. We find most people never get the [...]

By |2023-10-27T13:29:30+00:00July 21st, 2023|Resources|0 Comments

July Market Commentary

June Recap and July Outlook The Fed finally hit "pause" on interest rate increases in June after fifteen months and ten consecutive rate hikes. The "dot-plot" indicated that Fed officials think two further increases may be necessary in 2023, and it’s become clear that it is only a brief pause. “Hawkish pause” is the way [...]

By |2023-07-21T12:35:15+00:00July 21st, 2023|investing|0 Comments