Monthly Economic Update – January 2022
U.S. Markets Stocks rallied in December as early data suggested that the health impact of the Omicron variant was less severe than initially feared. The Dow Jones Industrial Average picked…
Retirement In Sight: When You Are Within Five Years of Retirement
If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives. Acting now could save you some…
Monthly Economic Update – December 2021
U.S. Markets Reports of a new COVID-19 variant in late November roiled markets as a wave of selling erased the month’s earlier gains. The Dow Jones Industrial Average took the…
Retirement In Sight: If the SECURE Act 2.0 Becomes Law, What Changes?
The SECURE Act altered rules for retirement accounts with a goal of helping both retirees and pre-retirees. Now a legislative sequel, known popularly as SECURE Act 2.0, is proceeding through Congress.
Monthly Economic Update – November 2021
U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October. The Dow Jones Industrial Average advanced 5.84 percent while…
Retirement In Sight: Robocalls, Robotexts: Protect Yourself and Your Money
Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined. Robotexts, however,…
Monthly Economic Update – October 2021
U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. The…
Retirement In Sight: Possible Changes for Catch-Up Contributions
Possible Changes for Catch-up Contributions Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021…
Monthly Economic Update – September 2021
U.S. Markets Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August. The…
Retirement In Sight: Can Having Three Good Friends Promote a Happy Retirement?
Can Having Three Good Friends Promote a Happy Retirement? We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now, what…