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March 2023 Market Update
The month of February brought a reality check for investors hoping for a “soft landing” for the economy. Sticky inflationary readings over the past few weeks have resulted in higher interest rates and rising bond yields, which often lead to lower stock prices. I expect…Read More
February 2023 Market Update
As expected, the Federal Reserve raised the Federal Funds rate by 25 bps in early February, the smallest increase since the beginning of the rate hike cycle. The market saw this as positive, with the S&P 500 rallying despite Chairman Powell hinting that a couple…Read More
January 2023 Market Update
Happy New year! I hope that your holidays were great and that 2023 is off to a great start for you. I just caught myself signing a document “2022,” so I think it’s going to take me a while to get used to the change.…Read More
How does SECURE Act 2.0 change saving for retirement?
Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation builds on retirement savings changes…Read More
December 2022 Market Update
We’re about to ring the final closing bell for 2022, and what a year it’s been. Given the number of drastically bad events this year, like the war in Europe and near-record inflation, we’re lucky that it wasn’t worse for the stock market. Still, it’s…Read More
Homes smart enough to save you money
FAMILY & LIFESTYLE When it comes to smart home technologies, there is an abundance of options. Here are some we think are worthy investments. It’s been reported that Oprah Winfrey has a high-tech ski home in Telluride, Colorado, that boasts a radiant heat system that…Read More