Public Sector Workers: What the Repeal of the Windfall Elimination Provision (WEP) Means for You
If you’re an educator, firefighter, police officer, or other public servant who contributes to a pension, the recent repeal of the Windfall Elimination Provision (WEP) could significantly impact your retirement plans. Find out more here:
IRS Announces 2025 Contribution Limits for Retirement Accounts
Wondering how much you can put away for retirement next year? The IRS released updated contribution limits for 2025. Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.
Fourth Quarter 2024 Review and Outlook
The third quarter was a nice one for the stock and bond markets - find out more here!
The fiduciary Rule Battles Continue!
It has been a while since we last wrote about the Fiduciary Rule, Part 2, re-proposed by the Department of Labor. Find out the latest here!
Third Quarter 2024 Review and Outlook
The third quarter was a nice one for the stock and bond markets - find out more here!
Second Quarter 2024 Review and Outlook
The markets had a strong start to 2024. Find out more about the economic outlook here.
The 4% Rule: A Rule of Thumb for Retirement
Planning for retirement can be complex, but the 4% rule offers a straightforward framework to maintain financial stability in your golden years. What do you need to know? Find out here!
Stock Splits: What You Need to Know about the NVIDIA Stock Split
NVIDIA, a titan in the semiconductor industry known for its cutting-edge graphics processing units (GPUs), made headlines with its stock split announcement. This event, which took place in June 2024, involved a 10-for-1 stock split, a significant decision that has implications for investors, the market, and the company itself.
What is a Stock? Understanding the Basics
When diving into the world of finance and investment, one of the fundamental concepts you’ll encounter is the idea of a "stock." They are often talked about at cocktail parties and you hear stories about those who have made – or lost – fortunes.
But what exactly is a stock, and why is it so significant?
First Quarter 2024 Review and Outlook
The markets had a strong start to 2024. Find out more about the economic outlook here.