Q3 2023 Market Slides
Click the link to view the Q3 2023 Market Slides.
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.
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.
Q2 2023 Market Slides
Click the link to view the Q2 2023 Market Slides.
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 [...]
Secure 2.0 Act
Late last year, Congress enacted a new slate of legislature entitled, somewhat unimaginatively, the SECURE 2.0 Act. The intent of this new Act is to increase retirement savings by increasing the various ways to save across the ages.
January Market Commentary
Inflation is dropping, if slowly. Employment is lower, but strong, which is supportive of the economy, and GDP returned to positive. What’s causing the volatility? Many factors are in play, but arguably the largest is the Federal Reserve’s moves on interest rates, and the messaging from Chairman Powell and the Fed Governors.
December Market Commentary
November Recap and December Outlook We're on the home stretch of a year in which "unprecedented" doesn't even begin to capture it.
Are I Bonds Right for You?
We have received many questions regarding I bonds this year, and for good reason. They are likely a good option for cash you have set aside and don't need for at least a year. What are I Bonds? I Bonds are a series of bond issued by the United States Treasury, with an interest rate [...]
2022 Contribution Limits & Tax Reference
Click here to view and download our 2022 Contribution Limits & Tax Reference Guide