Monthly Market Insights – May 2025
U.S. Markets Stocks were mixed as buyers emerged late in the month, thanks to solid corporate reports and unexpected trade news. The Standard & Poor’s 500 Index declined 0.76 percent…
The Navigator: Retirement Insights – Spring 2025
Learn how muni bonds work, what’s changing at airport security, and ways to build better habits for retirement and beyond.
Quarterly Market Insights – April 2025
U.S. Markets Stocks fell in the first quarter as investors contended with economic uncertainty, inflationary concerns, and evolving tariff talks. The Standard & Poor’s 500 Index slid 4.59 percent, while…
Monthly Market Insights – March 2025
U.S. Markets Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds. The Dow Jones Industrial Average declined 1.58 percent while…
Monthly Market Insights – February 2025
Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.
Retirement Insights – Winter 2025
Updated Contribution Limits for 2025 The limits for retirement and savings contributions are reviewed annually based on inflation. While these limits don’t always increase yearly, in 2025, some plans saw…
Quarterly Market Insights – January 2025
Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts.
Monthly Market Insights – December 2024
Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance.
Monthly Market Insights – November 2024
U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell…
Monthly Market Insights – October 2024
Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.