Most Recent Resource Articles
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 [...]
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 [...]
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.
Q4 2022 & Year-end Market Slides
Review our Q4 2022 and year-end market slides. Included is final Index performance, interest rate info, and long-term perspective of historical returns.