How the Change in Retirement Laws Will Affect You

How the Change in Retirement Laws Will Affect You   We trust everyone had a wonderful holiday season. Whether you reached your personal goals last year or faced challenges, a new year brings new opportunities and a fresh start. Let’s jump right into this month’s topic. The Setting Every Community Up for Retirement Enhancement Act […]

2022 in the Rearview

It’s no secret, 2022 was an unpleasant year for investors. The Dow Jones Industrial Average (30 stocks) and the broader-based S&P 500 (500 stocks spread across major industries) peaked as the year began (Yahoo Finance data) then quickly pivoted as worries around inflation, rising interest rates, a global unrest began to surface. The Fed’s response […]