The Bull Market Is Still Young The S&P 500 is up close to 25% on the year, making this one of the strongest election years ever. That right there is a big reason to be thankful. We remain optimistic that this bull market is alive and well, and are also thankful that this bull market …
When it comes to saving for retirement, people often ask their financial advisor, “How much should I have saved in my 40s?” Let’s take a look at where you should try to be with retirement planning during your 40s.
After one of the worst years ever for investors in 2022, we are quite happy to report that 2023 is off to a much better start. The S&P 500 is already up more than 4% for the year and flirting with the round number of 4,000. Optimism that the economy can avoid a recession (more …
If you’ve ever engaged in a conversation about retirement and you heard the terminology of qualified vs. nonqualified but you had no clue what that meant – know you’re not alone! The following is a basic explanation of the difference:
Why choose a fiduciary? Find out what makes a financial advisor with fiduciary responsibility different.
The SECURE Act brought big changes to planning for retirement when it was signed into law in 2019. Now, its sequel – dubbed SECURE Act 2.0 – has just passed as part of the 2023 budget.
The December payroll report was yet another upside surprise. Monthly payrolls rose by 223,000, above expectations for a 200,000 gain. As Fed Chair Jerome Powell has noted, the economy needs to create about 100,000 jobs a month to keep up with population growth. That’s less than half the cur …
