INSIGHTS
Don’t Chase Two Rabbits at the Same Time
By: Matt Garrott One month into the New Year and one of our core investment beliefs was confirmed: Nobody can predict the markets. The Bloomberg US Aggregate Bond Index gained 3.1% and the S&P 500 rose 6.3%. The NASDAQ, which lost 32.4% last year, was up [...]
What You Need to Know: SECURE Act 2.0
By: Dan Shomper The SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 was signed into law on December 29th 2022, almost exactly 3 years after the original SECURE Act was passed. While the SECURE acronym could have used some more work (my opinion), legislators [...]
Market Commentary 12/31/2022
By: Matt Garrott What Happened in 2022 Coming off the back of a 28.7% return in 2021, Wall Street pros predicted the S&P 500 would have a strong 2022, ending the year between 4400 and 5300. Instead, markets were walloped across the board as the global [...]
Time for the Family
By: Matt Garrott Year-to-date, markets are still mostly down. The S&P 500 is down 13.1% through the end of November and the Bloomberg US Aggregate Bond Index is down 12.6%. November itself was a positive month, however. The S&P 500 gained 5.6% while the Bloomberg US [...]
Market Commentary 10/31/2022
By: Matt Garrott By the time the time you read this, the midterm elections will be over and the votes counted (at least most of them). Longtime clients know that our advice is to keep politics separate from your portfolio. The Dow Jones Industrial Average had [...]
Estate Planning in a High-Interest Rate Environment
By: Brian Tullio The low-rate environment of the past several years has been a boon to many estate planning techniques and greatly benefited those looking to tax-efficiently transfer wealth. However, 2022 has brought record high inflation, prompting the Federal Reserve to begin a campaign of interest [...]