A recording of our Quarterly Market Update webinar; we discuss markets, SECURE 2.0, Interest Rates, and more. The full-length and shortened recap video recordings are available here.

Stock Quote: “The only way of discovering the limits of the possible is to venture a little way past them into the impossible.” Well Balanced is a round-up of topics helping you get today right.

More than 90 changes affect qualified retirement plans, IRAs, SIMPLEs, SEPs, ABLEs, and 529 plans within the SECURE 2.0 Act. This summary provides several highlights based on effective dates and relevance.

In the short-term, economic indicators like monthly unemployment numbers, CPI data, and quarterly earning results provide clues to the economy's health.

Investing can be a series of two steps forward and one step back. We explore past economic cycles by looking at unemployment, stock market performance, and average returns after a market decline.

Stock Quote: “He who has a why to live can bear almost any how.” Well Balanced is a round-up of topics helping you get today right.

Was a single choice made while on a leisurely walk in the woods so profound? We discuss long-term investing themes and think about a framework for making choices.