The New Year’s resolutions process starts with good intentions, an honest assessment of how things are now, and then a visualization of what you want your new life to look like. The next step is…
Read More
January Recap and February Outlook The market adage is “as January goes, so goes the year.” Is it true? According to an analysis by Fidelity, January returns are positive about 75% of the time the…
Read More
With record-setting and inflation and a red-hot labor market that turned hiring to support your business into a competitive sport, last year seemed about ten years long. Will we see a return to normal this…
Read More
The markets are starting to feel like Groundhog Day. Almost every month, it’s a cadence of employment numbers, CPI, Fed, — market reacts. With inflation starting to trend down, even if only slightly, optimism has…
Read More
Stock and bond markets around the world had a rough year in 2022. Most of the financial headlines you’ll see these days focus on whether the Fed will be able to tame inflation without pushing…
Read More
December Recap and January Outlook While the equity markets, as measured by the S&P 500 index, was up in the third quarter, December was a disappointment from the gains seen in October and November. There’s…
Read More
The SECURE 2.0 Act of 2022 makes it easier to accumulate retirement savings at every stage of the financial journey. But the Act also took steps to potentially enhance retirement savings for those close to…
Read More
It’s not the most imaginatively named legislation, but the SECURE 2.0 Act does a lot to make it easier to have a successful retirement. The legislation tackled retirement savings at several points on the financial…
Read More
Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture…
Read More
Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals. As you get to the point that…
Read More