Monthly Market Thoughts – October 2023
U.S. indices were down for the second consecutive month, with the Nasdaq doing the worst. International markets pulled back, and fixed income was also down. That said, job growth remained healthy, consumer confidence and spending grew, and business investment came in...
Decoding the Debt Ceiling Crisis: An Update
We’ve discussed the debt ceiling crisis in past articles, and now it’s back in the headlines. What does this mean, and why are we watching itnow? Several months ago, the United States borrowed as much money as it’s legally allowed to borrow and,...
Quarterly Market Update – First Quarter 2023
Market highlights: March results helped all three major U.S. indices end the first quarter of 2023 in the green. Despite mid-March market turbulence caused by strain on the banking industry, economic updates continued to show positive signs of growth. ...
401k & IRA Limit Increases for 2023
The amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022 You can see all the details here… https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500
2023 Economic and Market Outlook
As we start into 2023, we need to reckon with what happened in 2022. Both stock and bond markets were down around the world. Still, the U.S. and global economies showed impressive resilience despite multiple disruptions. The worldwide challenges included pandemic...Ready to Get Acquainted?
We offer a complimentary initial phone consultation with an advisor where we can tell you about our services and hear about your goals to see if our services are right for you.
