September 2023 Newsletter

Employee Access to Roth 401(k) Plans on the Rise The percentage of employers offering Roth 401(k)s has grown significantly over time.   More Details New Life for Your Old Insurance Policy Consider these options before you let an old life insurance policy lapse....

Market Week : August 21, 2023

The Markets (as of market close August 18, 2023) After another week of strong economic data, investors seemed to accept that the Fed may not be done lifting interest rates after all — and that Wall Street might have started celebrating the end of the rate-hike cycle...

Pullback Perspective | Weekly Market Commentary | August 21, 2023

Volatility has returned right on queue as U.S. equity markets continue to pull back from overbought levels. The recent jump in interest rates has proven to be too much too fast for stocks to absorb, especially for the heavyweight and longer-duration technology sector....

Market Week : August 14, 2023

The Markets (as of market close August 11, 2023) The S&P 500 and the Nasdaq fell for the second straight week, while the Dow outperformed the benchmark indexes listed here. Stocks have been relatively soft so far in August, which is not out of the ordinary. A...