INSIGHTS
Dina (Leader) Powers Quoted in U.S. News & World Report
When saving for retirement, it’s crucial to have a withdrawal strategy that will help you reap the tax benefits of qualified retirement accounts. Wealth Manager Dina Leader was recently featured in U.S. News & World Report sharing her thoughts on how retirees can reduce tax obligations on withdrawals [...]
Market Commentary 2/29/2024
By: Matt Garrott February may be the shortest month of the year, but that doesn’t mean it was boring. The S&P 500 was up 5.3%, breaking through the 5,000 mark and new all-time highs. As you can see below, it took the S&P 500 nearly 50 [...]
Market Commentary 1/31/2024
By: Matt Garrott The S&P 500 broke through to new all-time highs for the first time in 512 trading days (over two years). As mentioned in our year-end commentary, all-time highs are not ceilings. Research from Goldman Sachs shows that this is only the seventh time [...]
Market Commentary 12/31/2023
By: Matt Garrott What Happened in 2023 2023 was a surprise to the upside. Inflation dropped, a much-anticipated recession never arrived, and the S&P gained 26.3%. Famed investor Peter Lynch said, “Far more money has been lost by investors preparing for corrections, or trying to anticipate [...]
Magnificent 7
By: Matt Garrott The story of the S&P 500 this year is the Magnificent 7. That is, the seven largest companies in the index by market cap (it’s 8 tickers because Google has two share classes). The S&P is up over 20% year-to-date, mainly because of [...]
Making a Difference
By: Maria Hinton Making a Difference, Fairway Volunteers at the Metro Parks for Litter Cleanup Litter, in all its forms, poses a significant environmental and aesthetic challenge for communities around the world. Whether it's a plastic bottle tossed carelessly from a car window or discarded food [...]