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…
Monthly Economic Update
U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases. The Dow Jones Industrial Average picked up…
Retirement In Sight: Is Financial Health a Factor in Your Overall Health?
Is Financial Health a Factor in Your Overall Health? Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer…
Monthly Economic Update
U.S. Markets Stocks moved higher in June as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent, but the…
Retirement In Sight: Could a Second SECURE Act Tweak Retirement Rules?
Could a Second SECURE Act Tweak Retirement Rules? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution…
Monthly Economic Update
U.S. Markets Stocks traded in a narrow range in May, with technology and other high-valuation companies under selling pressure. The Dow Jones Industrial Average gained 1.93 percent while the Standard…
Retirement In Sight: Pandemic Economy or Not, Some Aspire to Retire Early
Pandemic Economy or Not, Some Aspire to Retire Early A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends,…
Monthly Economic Update
U.S. Markets A succession of robust economic reports and a healthy start to the corporate earnings season helped spark an April rally on Wall Street. The Dow Jones Industrial Average…
Retirement In Sight: Are Your Federal Income Taxes Due in May? Maybe, Maybe Not
Are Your Federal Income Taxes Due in May? Maybe, Maybe Not In March, the IRS announced that it was pushing the deadline for 2020 federal tax returns ahead to Monday,…