Weekly Wrap: New Rules for Retirement Plan Contributions

Weekly Wrap: Fed Holds Rate Steady But What’s Next?

Dear Friends, During the final weeks of June, a series of significant economic events developed worldwide. One of the most impactful events was the Federal Reserve’s decision to pause rate hikes during the June Federal Open Market Committee (FOMC) meeting....
Weekly Wrap: New Rules for Retirement Plan Contributions

Weekly Wrap: Beyond the Debt Deal

Dear Friends, Financial market fears of a potential U.S. credit default were lifted as President Biden signed into law bipartisan legislation that suspended the $31.4 trillion debt ceiling, narrowly avoiding an unprecedented U.S. default. While this brought some...
Weekly Wrap: Market Reacts to Debt Negotiations

Weekly Wrap: Market Reacts to Debt Negotiations

Dear Friends, As the warmer weather begins to set in this time of year, we find ourselves eagerly anticipating the arrival of summer. As we begin Memorial Day weekend and look forward to spending time with friends and family, please join us in remembering and honoring...
Weekly Wrap: Mother’s Day Edition

Weekly Wrap: Mother’s Day Edition

Dear Friends, Consumers plan to spend a total of $35.7 billion on Mother’s Day this year, nearly $4 billion more than last year’s record high of $31.7 billion, according to the annual survey released today by the National Retail Federation and Prosper Insights &...