A new 401(k) rule change is set to reshape how high-income Americans save for retirement. Associate Wealth Manager Alex Canitano was featured in a recent GOBankingRates article discussing the new rule’s impact on 401(k) plan contributions and what individuals can do to prepare. “Grow the Roth money as much as possible,” he said. Click here for [...]
By: Matt Garrott What Happened in 2025 The S&P 500 continued its streak of double digit return years with a 17.9% return in 2025, including dividends. Due in part to a weaker US Dollar, Developed International stocks did even better at 31.9%, while Emerging Markets stocks topped both at 34.4%. Bonds turned in [...]
Homeowners who bought or sold property in 2025 are facing a unique set of tax considerations as tax season approaches. Senior Associate Wealth Manager Daniel Shomper, CFP®, spoke with Andrea Riquier at USA TODAY on tax tips for these individuals. In the article, Dan expressed the importance of saving records. Click here for the full article.
