4 years That’s how long it’s been since we’ve had a normal environment for investing. It’s hard to believe it’s been that long, but considering everything we’ve been through, I wouldn’t argue that it feels longer for you. In December of 2019, our economy had been in...
With the passing of the halfway point for the year, we would like to provide you with an update on the financial markets along with other notable topics we’re following. Financial Markets The S&P 500’s all-time price value (not including dividends) peaked on...
We’ve almost made it to the end of the year. And what a year it has been. You may recall that in January, we were trying to set expectations that returns for client portfolios this year would likely be modest at best, considering each of the three previous years had...
When it comes to saving for retirement, there are two ways to do it. You can either make pre-tax contributions to a Traditional account or after-tax contributions to a Roth account. In this context, I am referring to using a 401k or similar employer-sponsored...
