2022 Contribution Limits & Tax Reference
Click here to view and download our 2022 Contribution Limits & Tax Reference Guide
Q3 2021 Market Review Slides
Click here to view the Q3 2021 Market Slides.
Proposed Tax Provisions in Budget Bill
Mid-September, Democrats and the House Ways and Means Committee released their proposed tax changes in the budget reconciliation bill known as the “Build America Back Better” act. This legislation will now be debated in Congress, and I expect we will see changes before it is finalized. Here is a summary: The top marginal tax rate [...]
Q1 2021 Market Review
The S&P 500 Index closed at 3,972.90 on 3/31/21 after rising 4.38% during the month following a 2.76% rise in February. At current levels, the S&P 500 has hit and continues to remain around all-time highs. Out of the 11 sectors that make up the index, all were positive over the month of March. While [...]
2021 Contribution Limits & Tax Reference
Click the link below to download 2021 Contribution Limits & Tax Reference
Q1 2020 Market Review
Find Q1 2020 Market Review Slides here.
2019 Annual Market Review
The US stock market, as represented by the S&P 500, finished up 9.07% on the quarter, adding to a slightly positive return in the third quarter and closing the year up 31.49%.
2020 Contribution Limits & Tax Reference
This summary will provide you with guidance on 2020 Benefit Contribution Limits and tax details.
SECURE Act Passed
It has been a whirlwind week with the House voting to impeach the President. What has nearly gotten lost in the news is that the Senate attached the SECURE Act (Setting Every Community Up for Retirement Enhancement) to the December 20 fiscal 2020 spending authorization bill.
Q3 2019 Economic Review
The US economy, while slowing, has remained relatively strong as the global economy trudges along. However, the markets, the media and may in the investment community believe that tough times lay ahead both at home and abroad. Click here to read the full article Q3 2019 Economic Review