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...

January 2024 Newsletter

Economy Staying Strong U.S. GDP has grown steadily since a drop into negative territory in early 2022. More Details Do You Have These Key Estate Planning Documents? Here are some key estate planning documents you should know about. More Details A New Year, A New...

December 2023 Newsletter

Decline in Charitable Giving Charitable giving dropped in 2022, but Americans still gave almost $500 billion to a wide range of charities. More Details Will You Work Beyond Traditional Retirement Age? More than seven out of ten workers expect to continue working at...