Market Week : September 5, 2023

The Markets (as of market close September 1, 2023) The markets enjoyed their best week since June, with each of the benchmark indexes listed here posting solid gains. The latest jobs report (see below) showed the labor market has slowed over the past few months, while...

What is Normal? | Weekly Market Commentary | August 28, 2023

Fixed income investors have had a rough time over the last few years. Normally a staid asset class, core bonds (as proxied by the Bloomberg Aggregate Bond Index) have seen negative returns over the last two calendar years and could potentially see negative returns for...

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...