Do any of these financial question marks apply to you?

Insights

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2Q 2023 Market Letter

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The Fed is on pause.  No, wait!  Cancel that: it may just have been a “skip” masquerading as a “pause.”  Okay, so more interest rate hikes to come then.  One?  Two?  Certainly not more than two!? And those 2023 rate cuts that markets have been pricing in since early March?  Oh, okay; those are gone too now. 

2023 Limits

2023 Limits

The tax law places limits on the dollar amount of contributions to retirement plans and IRAs and the amount of benefits under a pension plan. IRC Section 415 requires the limits to be adjusted annually for cost-of-living increases. The following table presents various limits adjusted for 2023 that you might be subject to.

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2Q 2022 Market Letter

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2Q 2022 Market Letter

A SELF-HELP GUIDE FOR CHALLENGING TIMES

If you’re nervous these days, rest assured that you are not alone. In fact, you are in such good company that this lifeboat is starting to look a little bit crowded.

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1Q 2022 Market Letter

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1Q 2022 Market Letter

DON’T LOOK UP

Believe me, I get it; it’s ugly out there right now and nothing sounds quite so appealing as the thought of being able to turn a blind eye to it all and pretend that none of this is happening.

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4Q 2021 Market Letter

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4Q 2021 Market Letter

BACK WHERE WE STARTED, HERE WE GO ‘ROUND AGAIN

Another year under our belts, another one already storming out of the gate. Before 2022 completely gets away from us, though, conventional wisdom dictates that, as investors, it is our duty to stop and scrutinize the books we only just barely closed this past December 31st. The purpose?

Rich Americans Take The Chance to Pass On Tax Free Wealth

Rich Americans Take The Chance to Pass On Tax Free Wealth

Many rich Americans are using the pandemic to their advantage and are transferring their wealth to their children and grandchildren tax-free.

4Q 2020 Market Letter

4Q 2020 Market Letter

KEEP CALM AND RALLY ON!

You’d be right to suspect that – as usual – a very different working title originally was queued up to open this quarter’s piece. Truth is, my first impulse was to go with a rousing chorus of Life of Brian’s “Always Look on the Bright Side of Life,” as I could imagine no more fitting salute to 2020’s swirl around the toil…

3Q 2020 Market Letter

3Q 2020 Market Letter

HISTORY IN THE MAKING

It’s not very often you can use a headline like that comfortably, without feeling as though you need to second-guess yourself; quite frankly, in light of everything we’ve had to go through to get to this point, that’s just fine with us! We feel quite confident, however, applying this particular lens to our current global circumstances.

The Plan Sponsor Time Crunch

The Plan Sponsor Time Crunch

During these uncertain times, plan sponsors are feeling more pressure to ensure their retirement plans are getting the attention they need. However, company executives and HR professionals struggle with being able to spend adequate time on retirement plans, leading to more consideration for outsourcing these fiduciary responsibilities.