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Stay informed on the things that could influence your financial picture the most.
We offer research and articles.
October 17, 2022 Weekly Market Insights
Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.
Immediate vs. Deferred Annuities
Despite not being as well known as some other retirement tools, annuities account for 6% of all (//brokercheck.fin assets earmarked for retirement.
Catch-Up Contributions
A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years.
October 3, 2022 Weekly Market Insights
Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax threshold rose to $24.12 million in 2022 for married couples and $12.06 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025.