Weekly Market Commentary

-Darren Leavitt, CFA US Markets finished the second week of June with mixed results.  It was an extremely busy week for investors as key Central Bank policy decisions were announced outside of a full economic calendar centered on two key inflation data sets.  There...
‘What Does Retirement Even Look Like?’

‘What Does Retirement Even Look Like?’

For older parents of adult children with disabilities, focus stays on caring for kids Jeanne Piorkowski looks forward to having more time in retirement to navigate the dense bureaucracy of forms, benefits and programs she can already rattle off like an expert. But she...

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 inked its twenty-fifth all-time high for the year, with outperformance coming from the mega-cap technology names.  The Vanguard Mega-Cap Growth ETF was up 3.3% for the week. NVidia and AMD started the week with new product...
2024’s Big Savings and Retirement Rule Changes

2024’s Big Savings and Retirement Rule Changes

At the end of 2022, the SECURE Act 2.0, short for Setting Every Community Up for Retirement Enhancement, became law. It expands earlier legislation, changing many aspects of the savings and retirement landscape for Americans. The rule changes make various accounts...