Newsletters

September

• HOT TOPIC: Soft Landing or Delayed Recession?

  This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

• Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

  The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.

• Leave a Lasting Gift with an Ethical Will

  An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.

• New RMD Rules Give Retirement Savings More Time to Grow

  This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.

• All Eyes on the Earnings Picture

  Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

• Social Security 101

  Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.

August

• Mutual Funds: What’s in Your Portfolio?

  Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.

• It’s Your Money: Why Not Get Your Withholding Right?

  Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.

July

• HOT TOPIC: Is This Bull Timid or Ready to Charge?

  On June 8, 2023, the S&P 500 closed 20% higher than its lowest recent closing value, beginning a new bull market. This article looks at some factors that may shed light on the current market.

• Why Buy Life Insurance During Unsettled Economic Times?

  This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.

• Tracking the Fed’s Progress on Disinflation

  This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.

• Child Care Is a Budget Buster: Take Advantage of These Tax Breaks

  A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.