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Weekly Market Roundup: Stocks Move Higher While Inflation Eases
Monday, December 4, 2023What Happened Last Week
Read MoreWeekly Market Roundup: Strong Holiday-Abbreviated Trading Week; Fed Minutes Released
Monday, November 27, 2023What Happened Last Week
Read MoreWeekly Market Roundup: November Rally Continues as Inflation Cools
Monday, November 20, 2023What Happened Last Week : - Stock prices continue to rise - Results from two inflation reports and more..
Read MoreIRS Releases 2024 Tax Brackets, Retirement Contribution Limits

The Internal Revenue Service (IRS) recently announced upcoming changes to more than 60 provisions of the tax code for 2024. In this article, we've highlighted a few of the most critical tax bracket and retirement contribution limit changes.
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Weekly Market Roundup: Stocks Rally Friday; Fed Speaks
Monday, November 13, 2023What Happened Last Week : - Strong close for stocks - A treasury bond auction - Comments from Fed Chair Powell and more..
Read MoreWeekly Market Roundup: Stocks Rise, Jobs Cool
Monday, November 6, 2023What Happened Last Week : - Equities rebound - A Fed funds rate decision - Lighter than expected employment report and more..
Read MoreWeekly Market Roundup: Stocks Retreat as Future Fears Seem to Outweigh Past Results
Monday, October 30, 2023What Happened Last Week : - Stocks continued decline - Stronger than expected economic reports and more..
Read MoreSocial Security COLA and Medicare Part B Premiums in 2024

The Social Security Administration recently announced that many Social Security recipients will receive an increase in their benefits for 2024.
Read MoreWeekly Market Roundup: Stocks Move Lower Despite Solid Earnings
Monday, October 23, 2023What Happened Last Week : - Stocks mostly down - Housing starts rebounded - Mortgage rates reach 8% and more..
Read MoreWeekly Market Roundup: Markets React to Turmoil in Middle East, Inflation Concerns.
Monday, October 16, 2023What Happened Last Week : Markets show surprising resilience in light of middle east hostilities, Inflation numbers come in higher than expected, and more..
Read MoreWeekly Market Roundup: Stocks Late Rally After Stronger Jobs Report
Monday, October 9, 2023What Happened Last Week : A green Friday in the stock market, Treasury yields reach highest levels since 2007, Important jobs numbers, and more...
Read MoreWeekly Market Roundup: Bond Yields Rise; Government Shutdown Looms
Monday, October 2, 2023What Happened Last Week : Stocks continued to decline, Bond yields jump, Government shutdown avoided, and more..
Read MoreIntroducing Account View 2.0
Thursday, September 28, 2023We're excited to introduce Account View 2.0 for our clients! Use the Investor Resources link below to learn more.
Read MoreWeekly Market Roundup: Wake Me Up When September Ends?
Monday, September 25, 2023What Happened Last Week : Equities declined sharply, September's Fed funds rate decision, A spike in the 10 year treasury yield, and more..
Read MoreWeekly Market Roundup: Stocks Down, Up and Sideways, Awaiting Fed
Monday, September 18, 2023What Happened Last Week : Equities clawed back after a sluggish start to the week, Gas prices surged, A labor strike in the auto industry, and more..
Read MoreWeekly Market Roundup: Will the Fed Raise Interest Rates?
Monday, September 11, 2023What Happened Last Week : Stocks declined, A surprise production announcement that sent oil prices higher, Another potential interest rate hike and more..
Read MoreWeekly Market Roundup: Stocks Open September In Positive Territory
Tuesday, September 5, 2023September 5, 2023 Weekly Market Update : The broader equity markets are off to a strong September start, Bond yields fall, Hiring in the private sector slows, and more..
Read MoreNational Life Insurance Awareness Month
Friday, September 1, 2023With September being life insurance awareness month, we wanted to provide a quick read about.. You guessed it! Life Insurance
Read MoreWeekly Market Roundup: Stocks Mixed; Jackson Hole Talk Goes Hawk
Monday, August 28, 2023August 28 2023 Weekly Market Update : S&P 500 and Nasdaq finished well into the green, The DJIA dipped, Powell hints at future rate hikes and more..
Read MoreWeekly Market Roundup: Stocks Weather Summer Storm of News and Indicators
Monday, August 21, 2023August 21, 2023 Weekly Market Update : The DJIA, S&P 500 and Nasdaq All Declined More than 2%, Treasury Yields Reached the Highest Levels Since Last October, Retail Sales Jump, and more..
Read MoreWeekly Market Insights: Summertime Blues for the Markets
Monday, August 14, 2023August 14, 2023 Weekly Market Update : DJIA Rose While the S&P 500 and Nasdaq Declined, Encouraging Numbers from Core CPI, and more..
Read MoreWeekly Market Insights: Stocks Raise White Flag to Bad News
Monday, August 7, 2023August 7, 2023 Weekly Market Update : Federal Debt Rating Gets A Downgrade, S&P 500 And Nasdaq Finish Well Into The Red, and more..
Read MoreWeekly Market Insights: Stocks Jump After Inflation Gauge Cools
Monday, July 31, 2023July 31, 2023 Weekly Market Update : Equities Mostly Up, Another Interest Rate Increase, and more..
Read MoreWeekly Market Insights: Stocks Advance and Retreat on Mixed News
Monday, July 24, 2023July 24, 2023 Weekly Market Update : DJIA Increased 2.08%, The S&P 500 Also Rose, While The Nasdaq Slighlty Dipped, Housing Hits a Bump, and more..
Read MoreWhy the Drop in Inflation Was Such a Big Deal

Some takeaways from the June Consumer Price Index (CPI) report to help put inflation in a better perspective.
Read MoreWeekly Market Insights: Bad News for Bears; Good News Buoys Markets
Monday, July 17, 2023July 17, 2023 Weekly Market Update
Read MoreWeekly Market Insights: Stocks Stumble with CPI on Deck
Monday, July 10, 2023July 10, 2023 Weekly Market Update
Read MoreWeekly Market Insights: Economy Continues Upward Trend
Monday, July 3, 2023July 3, 2023 Weekly Market Update
Read MoreWeekly Market Insights: Stocks Take Summer Break, Month Remains Strong
Monday, June 26, 2023June 26, 2023 Weekly Market Update
Read MoreWeekly Market Insights: Stocks Climb After Fed Pause
Tuesday, June 20, 2023June 20 , 2023 Weekly Market Update
Read MoreWeekly Market Insights: Markets March into Positive Territory Continues.
Monday, June 12, 2023June 12 2023 Weekly Market Update
Read MoreWeekly Market Insights: Debt Deal Relieves Market Worries
Monday, June 5, 2023June 5, 2023 weekly market update
Read MoreWeekly Market Insights: Debt Talks Optimism Keeps Eyes on D.C.

Memorial Day 2023 weekly market update
Read MoreA Meaningful Memorial Day Message

Wishing you a meaningful Memorial Day
Read MoreWeekly Market Insights: Despite Stall, Debt Deal Optimism Cheers Markets

May 22, 2023 weekly market update
Read MoreWeekly Market Insights: Attention Turns to the Debt Ceiling

May 15, 2023 weekly market update
Read MoreWeekly Market Insights: Stocks Rally As Attention Shifts to Fed's May Meeting

May 1, 2023 weekly market update.
Read MoreWeekly Market Insights: Stocks show small losses after mixed week

April 24, 2023 weekly market commentary.
Read MoreConsiderations When Purchasing Life Insurance

Life insurance can be confusing. In this blog we've chosen to shed some light on a few of the different types of coverage options available in the marketplace and what you may want to consider when choosing a policy.
Read MoreImportant Details on Student Loan Relief

We've highlighted a few important details regarding Student Loan Debt Forgiveness.
Read MoreWhere There's A Will

Happy National "Make a Will" Month! Call us or stop by to celebrate if there is anything that we can do for you, or someone that you care about.
Read MoreUnpacking the Summer Economy

Whether our economy enters into a recession or not, it remains important that we understand our unique investment goals and individual tolerance for risk. Communication is also important and we look forward to chatting with you soon.
Read MoreHow SECURE 2.0 Might Change Retirement

The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...
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