2025 1st Quarter Investment Management
Celebrating Our Team We’re thrilled to announce two impressive achievements within our team this quarter! These achievements represent exciting new chapters in their professional journeys. We are fortunate to have them on our team. Congratulations to Kim on her well-deserved promotion to Senior Client Service Associate—her dedication to our clients and exceptional operational skills have […]
2024 4th Quarter Investment Management
Stocks: Long term Investors Come out on Top It has been a wonderful two-year stretch for U.S. stocks. The S&P 500 index just delivered the best two-year calendar stretch since 1998. The index returned 25.02% in 2024, following a 26.29% advance in 2023. The key is to stay invested. Through all the headlines, the interest […]
Staying Invested During Volatile Markets
Economic Analysis by Jeff Platt and Kai Kramer You may have been watching the news and wondering about the recent market turbulence. We see several main factors affecting markets at this time: Unemployment rate increased from 4.1% to 4.3% in July Jobs growth totals 114,000 in July, coming in lower than the expected 175,000 […]
Does the SECURE 2.0 Act Make 529s More Attractive?
Many of your have heard of the popular 529 savings plans that custodians can set up to fund their child or grandchild’s college education. Earlier this year, you likely also heard about the SECURE 2.0 Act which brought down some of the biggest changes to retirement and savings plans in recent years. But what does […]
Your Ultimate Guide to Dividend Investing
The best any expert can say about the stock market right now is that future returns will be uncertain, and volatility may be the new normal. Although there are slivers of light shining on some parts of the economy, many storm clouds darken the near to intermediate-term outlook on the stock market. Make no […]
Impact of New Tax Laws on Your Financial Planning
For many Americans, taxes are an essential consideration in their financial planning. As they should be! Because the tax code changes frequently, it’s critical to pay close attention to how they could impact your bottom line. Although Congress hasn’t passed any new tax legislation in the last few years, tax law changes could still […]
How Much Should I Have Saved for Retirement by Age 55
“Am I on track to meeting my retirement goal?” That’s a burning question for many Americans, especially those whose retirement date is coming into view. For those nearing age 55, considered to be the start of the final glide path to retirement, it’s a critical milestone that could determine what, if any, steps need to […]
How to Get Started with Environmental, Social and Governance (ESG) Investing
As of 2022, there were $8.4 trillion in sustainable investing assets. Investors from all walks of life leverage sustainable investments as part of their wealth management plan. If you’re someone whose life decisions are often driven by how your choices impact the environment, your community, and society as a whole, it’s time to look into […]
How Long Will $1M Last in Retirement?
Back in the day, $1 million dollars used to sound like enough to retire on. In fact, over time, this number became a popularized ideal in mainstream culture as the target number to hit. While targeting $1 million to retire comfortably might sound like enough for some folks who have a healthy social security benefit […]
Does the SECURE 2.0 Act Make 529s More Attractive?
Many of your have heard of the popular 529 savings plans that custodians can set up to fund their child or grandchild’s college education. Earlier this year, you likely also heard about the SECURE 2.0 Act which brought down some of the biggest changes to retirement and savings plans in recent years. But what does […]