Major Index Returns – QTD & YTD 2023 Markets have been mixed early on in Q2. U.S. Small Cap and Mid Cap stocks (S&P 600 and S&P 400) as well as Emerging Markets stocks have been the biggest laggards thus far, while U.S. Large Cap and International...
A Guide to Tax-Advantaged Education Savings 529 Day is a day dedicated to raising awareness about the benefits of 529 plans and encouraging families to start saving for their children’s education- it’s never too soon to start saving! To help you get...
Top 5 Tips for Your Most Organized Tax Year Yet So, you filed your 2022 taxes, now what? Breathing a sigh of relief is usually a great first step. Did you spend hours hunting down your tax documents, filling out your tax organizer, and hoping you didn’t forget any...
This month’s commentary features Kevan’s analysis of the latest market trends over the past quarter. We understand that market volatility can be nerve-wracking for investors. However, we also know that history has shown that staying the course and...
In light of recent events, we wanted to focus this month’s commentary on information and perspectives related to concerns with the US banking space, which began with the failures of Silicon Valley Bank (SIVB) and Signature Bank. With the addition of recent struggles...
Learn more about the SECURE Act 2.0 and the ever-changing landscape for retirement accounts. At the tail-end of 2022, Congress passed new legislation called SECURE 2.0, which includes several important changes affecting current and future retirees. We have highlighted...