2023
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Blue skies turned somewhat turbulent in the third quarter as markets (S&P 500) gave back some of their first half gains (nearly 20%) and are now up 12% as the quarter ended. Most of the volatility was once again the result of the Fed’s future direction of interest rates, which now points to higher rates…
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On November 25, 2019, Charles Schwab announced that it would be acquiring TD Ameritrade and the deal officially closed on October 6, 2020. After nearly 3 years of combining operations and best practices, we are excited to announce that your accounts will be moving to the Schwab platform over Labor Day weekend. Click HERE to…
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In the face of significant uncertainty, markets proved to be more resilient to start the year than many investors thought possible. The quarter started off largely upbeat as inflation seemed to be subsiding and many believed that would lead the Fed to stop raising rates or even contemplate cutting rates. In February, economic numbers came…
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With the rising costs of higher education, many of our clients are actively seeking ways to set aside funds to support their children and grandchildren’s future education expenses. An efficient and flexible way to save for college and its associated costs is a 529 plan. A 529 plan is a tax-advantaged savings plan specifically designed…
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2022 will go down in history as a landmark year for economics and financial markets, just not the type of year we want to remember. The highest inflation in 40 years, the most aggressive interest rate increases in modern history, and the Russia/Ukraine war were each unique in their own respects and caused extreme volatility…