Most Recent Resource Articles
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 [...]
July Market Commentary
June Recap and July Outlook The Fed finally hit "pause" on interest rate increases in June after fifteen months and [...]
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.
