July 2024 Newsletter

Bon Voyage!With COVID receding in most areas of the world, Americans are traveling again. More Details Watch for These Hazards on the Road to Retirement On your journey to retirement, it’s important to stay focused — and be aware of a few key risks that could...

Market Week: June 03, 2024

The Markets (as of market close May 31, 2024) Equities generally closed lower by the end of the week with, the Nasdaq and the Dow falling furthest among the benchmark indexes listed here. The Russell 2000 and the Global Dow were flat. Investors spent the week...

Market Week: February 5, 2024

The Markets (as of market close February 2, 2024) A strong labor report and solid earnings data from megatech companies helped drive stocks higher last week. Each of the benchmark indexes listed here posted solid gains with the exception of the Russell 2000. Nine of...

February 2024 Newsletter

Saving Less? You’re Not Alone The U.S. personal saving rate has dropped significantly since the pandemic. More Details Key Retirement and Tax Numbers for 2024Here are a few key cost-of-living adjustments announced by the IRS for 2024. More Details How Savers and...

Market Week: January 8, 2024

The Markets (as of market close January 5, 2024) After pulling off a surprisingly strong rally in the fourth quarter of 2023, the stock market took a tumble during the first week of the new year. All five of the indexes listed here ended lower, with the Russell 2000...