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.
Monthly Market Insights – September 2024
Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.
Monthly Market Insights – August 2024
Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.
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.