The Fed Goes Meta

December Recap and January Outlook   While the equity markets, as measured by the S&P 500 index, was up in the third quarter, December was a disappointment from the gains seen in October and November. There’s no understating the volatility seen in the market...

Managing Your Stock Options During a Transition

Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture results in your firm...

SECURE 2.0 – Big changes for retirement planning

It’s not the most imaginatively named legislation, but the SECURE 2.0 Act expands the 2019 SECURE Act to make it easier to have a successful retirement. The legislation tackled retirement savings at several points on the financial journey, with a provision to enhance...

Turning money plans into money action in 2023!

A recent study published in The Ascent revealed interesting trends with regard to financial related new year’s resolutions. According to the report, 66% of Americans plan on making a financial resolution for themselves in 2023. Interestingly, the study found that 73%...

Year-End Tax Planning & Checklist

As the end of the year approaches, it’s important to start thinking about your tax situation. Taking some time now to plan can save you a lot of money and frustration come April. Here are three quick ideas to consider to help lower your taxes this year. ...

A deeper look at the benefits of 401Ks

  401(k) Plans Aren’t Just for Retirement, But Starting Early Matters Millennial and Gen Z employees know the value of an employer-sponsored retirement plan. A recent survey by Betterment found that 79% of Millennials and 84% of Gen Z would leave their...