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...
Weekly Market Update – December 30, 2022
Quick Takes Stocks suffered a fourth straight week of losses and ended their two-month winning streak. The S&P 500 slipped -0.1% and the tech-heavy Nasdaq Composite fell -0.3%, but the small cap Russell 2000 treaded water, essentially flat for the week (+0.02%)....
2023 Major Tax Changes, Tax Brackets Updates & More
This post represents 2023 taxes that will be filed in April of 2024. Preparing for 2023 means understanding all the financial and tax changes that are about to take place. From tax brackets 2023 changes to corporation tax increases, changes to retirement plan...
Weekly Market Update – December 23, 2022
Quick Takes Stocks suffered a third week of losses and are likely to end their two-month winning streak. The S&P 500 slipped -0.2%, the tech-heavy Nasdaq Composite fell -1.9%, and the small cap Russel 2000 dipped -0.4%. Developed international stocks were up...
Top 5 Financial Advice For High Earners – Avoid These Mistakes!
Making a considerable salary is a great achievement, but often the question at the back of most high earners’ minds is if they are taking advantage of their income. When you reach a certain level of income and wealth, there are mistakes you want to avoid and...
Weekly Market Update – December 16, 2022
Quick Takes Stocks suffered a second week of losses, despite getting off to a solid start. The S&P 500 shed -2.1%, the tech-heavy Nasdaq Composite fell -2.7%, and the small cap Russel 2000 was down -1.9%. Developed international and emerging market stocks both...