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Market Levels Stocks posted their worst weekly performance of the year last week as bonds yields and the US dollar rose in respect to the Federal Reserve’s favorite inflation gauge…

Tips for Tax Diversification Last week we touched on the Tax Diversification strategy and it’s importance to retirement planning. A quick recap of what the strategy involves is, diversifying the…

Investors get a break on Monday, February 20th as the markets are closed for the Presidents Day federal holiday. Year to date (YTD) (a) S&P 500 +6.24%  NASDAQ +12.62% Dow 30…

This strategy involves diversifying the different types of retirement accounts you may have investments in to help manage your tax liability. Some of the different accounts include tax-deferred retirement accounts…

Year to date (YTD) (a)S&P 500 +6.54% NASDAQ +11.96%Dow 30 +2.18% Sector Performance - 3 Month (b)Communication Services +17.73%Information Technology +15.91%Consumer Discretionary +12.33%Real Estate +11.90%Materials +8.05%Financials +7.86%Industrials +7.01%Utilities +3.11%Consumer Staples +1.89%Energy…

MARKET MONDAY - February 6th, 2023 (read below) Stocks closed in the red Friday but up for the week. The S&P was positive for two consecutive weeks (and 4 out…

The illustration shown below takes a look at the weight of the top 5 stocks in each of the major indices in the US Market. This visual representation can help…

A 60-day rollover and a direct transfer are two different ways to move retirement funds from one account to another without triggering a taxable event. A 60-day rollover is a…

New year = New contribution limits for 2023 for the following retirement savings accounts…401(k), 403(b), most 457 plans, & Thrift Savings Plans -   $22,500 (catch-up contribution limits for employees 50…

Attention anyone with a 401(k), IRA, or qualified retirement savings account. The Secure Act 2.0 has been approved by Congress and is set to be signed into law by the…