Weekly Market Update – January 27, 2023
Quick Takes All major stock indices were up for the week with the S&P 500 and Russell 2000 both on pace for their best January since 2019. The tech-heavy Nasdaq Composite was able to stay positive for a fourth straight week and is on pace for its best January...
Money Market vs CD vs Savings Accounts: What Are The Best Cash Investment Options?
Are you looking to invest your cash but don’t know where to start? Have you been trying to decide whether to invest in money markets, CDs, or keep your cash in a savings account? When it comes to investing your cash, there are a variety of options available. It...
3 Key Areas for Investors To Focus on in 2023
I think we can all agree on one thing: investing is hard. Not necessarily in a physically painful way – like stepping on a lego in the middle of the night. But emotionally. It is just tough at times. And 2022 was a great reminder. Before we go further, we would...
Weekly Market Update – January 20, 2023
Quick Takes Stocks were mixed for the week with the S&P 500 and Russell 2000 both posting their first weekly losses of the year. However, the tech-heavy Nasdaq Composite was able to stay positive for a third straight week. Losses were minimal though thanks to a...
Weekly Market Update – January 13, 2023
Quick Takes Stocks built on their gains for the year, with the major indices on pace for their best start to the year in decades. The S&P 500 gained +2.7%, the tech-heavy Nasdaq Composite was up +4.8%, and the small cap Russell 2000 advanced 5.3%. Non-U.S....
Understanding the SECURE Act 2.0: How It Affects Your Retirement and Savings Plans
Click here to view our Secure Act 2.0 Interactive Timeline. Located in the 4,100 page spending bill passed by Congress on December 29, 2022, you will find nearly 400 pages devoted to the second version of the Setting Every Community Up for Retirement Enhancement Act...
Weekly Market Update – January 6, 2023
Quick Takes Stocks started the new year on a positive tone, snapping a four-week losing streak. The S&P 500 gained +1.5%, the tech-heavy Nasdaq Composite was up +1.0%, and the small cap Russell 2000 advanced 1.8%. Non-U.S. developed markets rose +2.7% and emerging...
Monthly Market Update – December 2022
Market Performance Summary After posting solid returns in October and November, capital markets couldn’t maintain their momentum in December, as the traditional fourth quarter seasonal rally stalled. The quarter still finished in positive territory for all major asset...