Retirement Insights – July 2024
Thinking About a Vacation Home? Are you dreaming of owning a vacation home? Turning your vision into reality requires foresight. Your approach to selecting and maintaining a vacation home can…
Quarterly Market Insights – Q2 2024
U.S. Markets Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower. For the quarter, the…
Monthly Market Insights – June 2024
Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.
Retirement Insights – May 2024
Investing Your Beliefs Often, investing is not merely a financial venture but a reflection of one’s beliefs and values. The choices made in investments can deeply resonate with personal outlooks…
Monthly Market Insights – May 2024
Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.
Monthly Market Insights – April 2024
U.S. Markets Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence. For…
Retirement Insights – March 2024
History of the Alternative Minimum Tax The Alternative Minimum Tax (AMT) is a tax provision that operates as a sort of tax double-take. It has existed since 1969, requiring taxpayers…
Monthly Market Insights – March 2024
Stocks notched solid gains last month as upbeat corporate reports and investor enthusiasm surrounding artificial intelligence overshadowed the Fed’s next move with interest rates.
Monthly Market Insights – February 2024
U.S. Markets Stocks saw modest gains last month as positive economic data and upbeat Q4 corporate reports helped support prices. The Dow Jones Industrial Average advanced 1.22 percent, while the…
Retirement Insights – January 2024
The landscape of aging is changing. Researchers at Stanford University’s Center on Longevity believe that by 2050, a century-long life expectancy will be the norm.