What a difference a year makes. While we ended 2022 with stock and bond markets both down double digits, markets roared back in 2023 with strong performance virtually across the board. A sharp rebound in the fourth quarter powered both equity and fixed income...
Retirement savings continue to be an integral factor in one’s ability to live comfortably in retirement, and as of January 1, 2024, you will be able to save a little bit more on an annual basis. The IRS has released its 2024 cost of living retirement savings...
Last week we saw the MLB trade deadline come and go, leaving some teams in a primed position to make the post season, and others resigning their hopes for this year and setting their sights towards the 2024 season. Like the strong start our local baseball club, the...
While we’re only a month into the New Year, it is estimated that around 30% of people that set a goal for themselves on January 1st have already given up on it. While some resolutions can be achieved quickly, most need more than a month to be successful. That is no...
Financial markets continued their decline in the second quarter, as both stocks and bonds remained volatile. The S&P 500 (equities) realized its worst first-half performance since 1970 (-20.0%) and the Bloomberg Barclays Aggregate Bond Index (fixed income) had its...
