2024 Forecast Event

Staying the Course We will discuss how experts fared with their 2023 predictions, what they are saying about 2024, and how we plan to take advantage of opportunities within the...

2024 Investment Event

Our annual client event with Michael Costa, our Chief Investment Officer, provides insight into the previous year’s markets and gives a forecast of what’s to come in...
401(k) Loans: Borrowing from Your Future

401(k) Loans: Borrowing from Your Future

If you need funds to cover an unexpected expense, taking a loan from your 401(k) account may sound appealing. Although many retirement plans offer these loans, borrowing from your 401(k) comes with unique risks and costs that can seriously compromise your long-term...

February 2024 Market Thoughts

Brad McMillan, Commonwealth’s CIO, recaps January’s market and economic news. The U.S. stock market reported lower-single-digit gains, while international and emerging markets lagged behind. The economy performed well, as strong retail sales, a healthy jobs market,...
Market Update: January 2024

Market Update: January 2024

Quick Hits Positive Start to the Year Mixed Month for Bonds Economic Growth Continues Update from the Fed Risks to Monitor  Solid Foundations for the New Year Positive Start to the Year  It was a solid start to the new year for markets, with all three major U.S....