Market Week: November 28, 2022

The Markets (as of market close November 25, 2022) Wall Street ended the Thanksgiving week ahead of where it began, as each of the benchmark indexes listed here posted solid gains during a week of light trading. The Global Dow led the indexes, followed by the Dow, the...

Market Week: November 21, 2022

The Markets (as of market close November 18, 2022) Stocks fell last week following warnings from several Federal Reserve officials that more policy tightening was to come. Each of the benchmark indexes listed here closed the week lower after enjoying solid gains the...

December 2022 Newsletter

Stimulus Payments: Spending, Savings, or Both? Americans put COVID-19 stimulus funds to a variety of uses. More Details Three Stretch IRA Alternatives The SECURE Act eliminated the stretch IRA strategy, but there are alternatives. More Details A 529 Plan Can Help...

Client Letter | Could the Worst be Behind Us? | October 5, 2022

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm. This has clearly been a challenging year for households. Stocks and bonds are both down significantly....

Market Week: August 29, 2022

The Markets (as of market close August 26, 2022) Despite evidence that inflation may be slowing, the central bank is committed to fighting inflation, according to last Friday’s speech from Federal Reserve Chair Jerome Powell. Wall Street may have held out hope...