Changes to Required Minimum Distributions in 2022

The New Year brings good news to anyone who must take a Required Minimum Distribution (RMD) from their retirement accounts.

5 Investment Lessons for 2022

With the ups and downs of the market and the pandemic, the fact that we are in the third year of the business cycle may surprise you.

Fourth Quarter 2021 Market Review and Commentary

Please find below our quarterly market review and commentary for the 4th quarter of 2021. We hope you find it helpful.

A Market Top Isn’t a Cliff

It's tempting to think a market high is a signal stocks are overvalued or have reached a ceiling - especially after a blowout year like 2021.

Week in Perspective: Santa Claus Rally Intact [31-Dec-21]

Santa definitely visited the stock market through the last couple weeks of the year. The major indices closed out 2021 on a mostly positive note, particularly for the S&P 500 (+0.9%) and Dow Jones (+1.1%).

How to Invest in Your Health in 2022

Healthcare is one of the essential parts of life's financial and personal journey. Many have not yet utilized all the tools that may help.

Early Retirement Plan Rollovers

You may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working. Let’s look at how these rollovers can happen and if they may apply to you.

Inflation Can Be Managed

Week In Perspective: Market Snaps Back [10-Dec-21]

The S&P 500 rallied 3.8% this week, and closed at a record high, as the market overcame concerns about the Omicron variant and reacted positively to hot consumer inflation data.

Crypto’s Wild Ride Underscores Need for Portfolio Diversification

There is a common saying - "we tend to overestimate the effect of technology in the short run and underestimate the effect in the long run."

Week In Perspective: Chaotic [03-Dec-21]

The stock market endured a very volatile week as uncertainty related to the Omicron variant of the coronavirus dominated the conversation.

Omicron

In less than a week, the COVID-19 variant known as omicron has renewed public health concerns around the world.

Buckle Up…

The markets could take us on a rollercoaster ride this week, so buckle up. Of course, it could also end up being a big snooze.

Week In Perspective: Mega-Cap Excellence [19-Nov-21]

After snapping a lengthy winning streak last week, the market returned to its winning ways, and by "market," we mean the mega-cap stocks.

Biden Signs Infrastructure Bill

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.

The Blog

Your “Magic” Retirement Number?

Subscribe to Our Blog

Recent Articles