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Market Perspective- March 2024
Walking The Line As expected, the Federal Reserve held interest rates steady last week and signaled it still plans multiple cuts before the end of the year. Following its two-day meeting, the Federal Open Market Committee (FOMC) kept the benchmark overnight borrowing...
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Retirement Times February 2024 Newsletter
February 2024 This month's Retirement Times discusses the following: The Gen X Savings Crisis: How Plan Sponsors Can Help Steering Participants Through Market Mania Balancing Competitive Benefits in Budget Constraints for Plan Sponsors Participant Corner: Strategies...
The Morning View: February 2, 2024
In this morning’s data, the economy added 353,000 jobs in January, much higher than expected and includes a strong revision higher to the previous month. The Health Care and Social Assistance industry was again relatively strong while the Mining and Logging industry...
Strategic Charitable Planning: Unlocking Opportunities for Year-round Giving and Financial Efficiency in 2024
Charitable planning is usually a topic for year-end. But the end of the year is always busy, and perhaps you did not get around to this important financial consideration in 2023. It has been said that a belated achievement is better than not reaching a goal at all....
Market Perspective- January 2024
Past, Present & Future • The S&P 500 and Dow Jones Industrial Average both closed at their respective new highs on January 19. • Inflation continues to soften a bit, with headline CPI dropping to an annualized 3.4%, core CPI to 3.9% and PPI to 1%. • Investor...
2024 Uncertainty Highlights Need for Estate Plan Flexibility
It's important to make your purpose clear in your estate planning and also include some flexibility that still limits any changes that defy your wishes. Originally published on Kiplinger.com January 22, 2024 There is something special about starting a new year....
Retirement Times January 2024 Newsletter
January 2024 This month's Retirement Times discusses the following: Proposed Legislation Aims to Help Young Workers Put Time on Their Side Surging Credit Card Debt: Strategies for Plan Sponsors to Help Bolster Retirement Readiness Pooled Plans Demonstrate Benefits for...
The Morning View: January 17, 2024
Announced this morning, Retail Sales for December increased 0.6%, higher than expected and double the increase in the previous month. Monthly sales for Nonstore retailers, up 1.5%, and Clothing & clothing accessories stores, also up 1.5%, were strong while...
How Regular Families Could Be Affected if Tax Cuts Expire
You don’t have to have a large estate to see a significant impact on your taxes once provisions in the 2017 Tax Cuts and Jobs Act sunset (if Congress doesn’t act). Originally published on Kiplinger.com January 03, 2024 Much will be written about the coming sunset of...
The Morning View: January 11, 2024
In this morning’s data, the headline Consumer Price Index (CPI) increased 0.3% in December, higher than expected and grew 3.4% on an annual basis, which is three tenths higher than last month’s annual figure. Monthly prices for Electricity, up 1.3%, and Shelter, up...