by lportee53 | Dec 5, 2024 | Resources
November 2024 Market Update Pending elections, “higher” interest rates, and labor market questions… there was a bit of uncertainty heading into November. But that uncertainty was short-lived. The presidential election was settled and the November Fed meeting was in...
by lportee53 | Dec 2, 2024 | Resources
Maxing out your Retirement Accounts in 2025 Planning for retirement is a crucial part of financial planning. For 2025, retirement contribution limits are set to increase, giving savers even more opportunities to build a secure future. Whether you’re just...
by lportee53 | Nov 6, 2024 | Resources
October 2024 Market Update There was no shortage of market activity in October, with corporate earnings, a looming presidential election, and heavily scrutinized labor market data in the spotlight. Monthly payroll data showed extreme weakness on November 1st to get...
by lportee53 | Oct 3, 2024 | Resources
September 2024 Market Update Long-term investors with diversified portfolios had a solid month in September, as the S&P 500 rose for three consecutive weeks. As a bonus, the recent stock index rally was further fueled by a Federal Reserve (Fed) that delivered on a...
by lportee53 | Sep 4, 2024 | Resources
August 2024 Market Update Here’s some insights about key market developments in August 2024. A highly-expected, ready-to-cut Fed at the upcoming September policy meeting dominated headlines in August after a quick volatility spike courtesy of the Japanese Yen carry...
by lportee53 | Aug 28, 2024 | Resources
Long-Term Care: What to Know We frequently receive questions about long-term care from clients of all ages, especially from those who have experienced it firsthand with aging parents or other family members. Although many of us will eventually need some form of...
