Most Recent Resource Articles
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 [...]
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 [...]