2024 3rd Quarter Investment Management
Market Scorecard S&P 500 increased by 5.9%, YTD 22.1% Nasdaq 100 rose 2.1%, YTD 20% Dow Jones Industrial Average jumped by 8.7%, YTD 13.9% Bloomberg U.S. Aggregate Bond Index up 5.2%, YTD 4.4%The S&P 500: Four Straight Positive Quarters It's four...
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...
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...
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...
10 Money-Saving Tips for Planning Your Next Vacation
Vacation travel is on the rise, but so are travel costs. Increasing demand is driving up gas prices, hotel, and airline costs, making planning the perfect vacation challenging for most people. However, with some thoughtful planning using these cost-saving tips, you...
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...
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...
How to Increase Revenue in Your Business (without New Sales)
For most businesses, one of the overarching objectives is to increase profits, which can lead to business growth—and more profits. That invariably requires strategies to increase revenues, lower costs, or both. For many businesses, growth strategies tend to focus on...
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...
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