Insights2023-06-20T19:57:42+00:00

INSIGHTS

Dina (Leader) Powers Quoted in U.S. News & World Report

By |March 19th, 2024|

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 [...]

Magnificent 7

By |December 8th, 2023|

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 [...]

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