3 Key Areas for Investors To Focus on in 2023
I think we can all agree on one thing: investing is hard. Not necessarily in a physically painful way – like stepping on a lego in the middle of the night. But emotionally. It is just tough at times. And 2022 was a great reminder. Before we go further, we would...
Weekly Market Update – January 20, 2023
Quick Takes Stocks were mixed for the week with the S&P 500 and Russell 2000 both posting their first weekly losses of the year. However, the tech-heavy Nasdaq Composite was able to stay positive for a third straight week. Losses were minimal though thanks to a...
Weekly Market Update – January 13, 2023
Quick Takes Stocks built on their gains for the year, with the major indices on pace for their best start to the year in decades. The S&P 500 gained +2.7%, the tech-heavy Nasdaq Composite was up +4.8%, and the small cap Russell 2000 advanced 5.3%. Non-U.S....
Understanding the SECURE Act 2.0: How It Affects Your Retirement and Savings Plans
Click here to view our Secure Act 2.0 Interactive Timeline. Located in the 4,100 page spending bill passed by Congress on December 29, 2022, you will find nearly 400 pages devoted to the second version of the Setting Every Community Up for Retirement Enhancement Act...
Weekly Market Update – January 6, 2023
Quick Takes Stocks started the new year on a positive tone, snapping a four-week losing streak. The S&P 500 gained +1.5%, the tech-heavy Nasdaq Composite was up +1.0%, and the small cap Russell 2000 advanced 1.8%. Non-U.S. developed markets rose +2.7% and emerging...
Monthly Market Update – December 2022
Market Performance Summary After posting solid returns in October and November, capital markets couldn’t maintain their momentum in December, as the traditional fourth quarter seasonal rally stalled. The quarter still finished in positive territory for all major asset...
Weekly Market Update – December 30, 2022
Quick Takes Stocks suffered a fourth straight week of losses and ended their two-month winning streak. The S&P 500 slipped -0.1% and the tech-heavy Nasdaq Composite fell -0.3%, but the small cap Russell 2000 treaded water, essentially flat for the week (+0.02%)....
2023 Major Tax Changes, Tax Brackets Updates & More
This post represents 2023 taxes that will be filed in April of 2024. Preparing for 2023 means understanding all the financial and tax changes that are about to take place. From tax brackets 2023 changes to corporation tax increases, changes to retirement plan...