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...
As you might imagine, we’ve had a few folks inquiring about the current state of the markets, the outlook for the rest of this year, and what 2023 might have in store. We’ve prepared this summary to give our readers a way to take stock of things and to provide some...
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...
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