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
December Sell-Off Caps Turbulent Year Markets sold off in December, with the negative month contributing to mixed results for the quarter and declines for 2022. The S&P 500 lost 5.76 percent during the month, which held the index to a 7.56 percent gain for...
December closed out a tough year for markets. The U.S. indices showed single-digit declines for the month, capping off drops for the year of about 7 percent for the Dow, more than 18 percent for the S&P 500, and 32 percent for the Nasdaq. The primary drivers were...
November was a good month for markets as the bounce from October continued. U.S. indices saw single-digit gains, and developed and emerging markets were up by double digits. The primary driver here was optimism that the Fed will slow future rate increases. On the...
We were fortunate to have the opportunity to have an article written about our team and placed in these well known publications: Fortune, Entrepreneur, Bloomberg Businessweek, & Time. We are excited to share our passion for financial stewardship and our services...
September was a bad month for markets, which were down between 8 percent and 12 percent for the month both here and abroad. The decline was driven by interest rates, which rose sharply. Despite the market pullback, there was some positive data for the last quarter....
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