Even in Healthy Markets, Stocks Go Up and Down After more than a 30% total return on the S&P 500 over the last 12 calendar months, a five-month win streak, and a 27% rally in the first 100 trading days off the late-October lows, the market may finally be having a well-deserved break. We …
As poor as last year was for investors, 2023 has fortunately been a near mirror image. Stocks and bonds have both made solid gains to kick off the new year. The economy is in better shape than most expected, and overall inflation is also coming down, making a very nice combo.
The following topics are important to keep in mind as you navigate the various individual and employer-sponsored plans that may be available to you. Download the checklist today to get started.
Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, We often discuss how women’s wealth is growing fast and that we are seeing more and more women in our practice with “a seat at the table.” But, the facts are coming in to support these anecdotal observations. Indeed, according to a r …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Now that we are able to close the books on 2022, January is a great time to review major processes and to create a plan for the new year. No question that 2022 was a challenging one for all of us. So here are the “Five must …
Last week the stock market rally continued, with various sectors showing renewed strength. This time a year ago, defensive areas, such as utilities, consumer staples, and health care, were leading. That was a warning sign, and it sure turned out something was wrong. Today small-caps, cyclic …
