History of the debt ceiling, consider what it means for markets moving forward, and we’ll review what impact a potential resolution or lack thereof could have.

The importance of today, with all its opportunity and challenges, is why we segment dollars within your portfolio. In the short-term, years like 2022, when stocks and bonds both finish below average, it may be easy to feel down about the present.

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.