January 5, 2026 Weekly Market Insights

Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes. The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent. The Dow Jones Industrial...

New Retirement Contribution Limits for 2026

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional before making any changes to your...

Is a SEP-IRA Right for Your Business?

If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement strategy for your business can become a casualty. The idea of establishing a plan could evoke worries about...

December 22, 2025 Weekly Market Insights

Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover. The Standard & Poor’s 500 Index inched ahead 0.10 percent, while the Nasdaq Composite Index advanced 0.48 percent. The...

Best-Performing Asset Classes

According to Yale University’s Crash Confidence Index, only about 40% of investors are confident the stock market will not crash sometime during the next six months.1 If fear leads investors to avoid the entire investment class, they may limit their potential...