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Blackwoman Calculating Tax Bill

May 2024 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet April kicked off the second quarter of 2024 with declines in stocks and bonds. Hotter than anticipated inflation data and weaker than projected economic growth fueled concerns that interest rate cuts may be delayed and reduced. Within equities, emerging markets was one of the asset classes able to […]

May 2024 | Monthly Economic Update Read More »

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Knock, Knock. Who’s There? It’s AARP (and Your Over-50 Catch-Up Contributions)

I turned 50 last year.  I wasn’t really happy about it, but it hasn’t been as bad as I thought it might be.  A few more hairs showing up where they aren’t supposed to be and a few less hairs where they actually are supposed to be, but that’s been happening for a while now. 

Knock, Knock. Who’s There? It’s AARP (and Your Over-50 Catch-Up Contributions) Read More »

Blackwoman Calculating Tax Bill

April 2024 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Stocks sprang to new highs led by surprising economic resilience and strong corporate profits, while bonds experienced a modest downturn as interest rates rose after markets scaled back interest rate cut expectations. Source: FactSet Global equities kicked off 2024 with a bang. Within global equities, US stocks led the pack

April 2024 | Monthly Economic Update Read More »

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March 2024 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet Equities had a strong month in February, with all major regional indexes posting positive returns. US equities gained 5.3%, supported by resilient economic data and positive earnings results. International developed equities were relative underperformers with the region’s less rosy growth outlook, returning 1.8%. Emerging markets returned 4.8%, with

March 2024 | Monthly Economic Update Read More »

Student Success Scholarship Ideas for College and University Tuition Fees for education

I Survived the New FAFSA

For the past 34 years, the primary process to apply for federal financial aid for college has been by completing the Free Application for Federal Student Aid (FAFSA).  And for 34 years, filling out the FAFSA has been about as much fun as a trip to the dentist.  But hope springs eternal – the Department

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Thinking about solution.

February 2024 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet 2024 kicked off the year with mixed performance. Performance was driven by strong economic results in developed markets, causing renewed sentiment of higher interest rates for longer. US equities performed best among major regions in January with a gain of 1.7%, followed by international developed equities with a

February 2024 | Monthly Economic Update Read More »

Asia business woman writing notebook document finance and calculator in home office.

January 2024 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet Markets finished the year strong, with positive returns across most major asset classes in December. Investors reacted positively to the Federal Reserve’s dovish comments regarding monetary policy, with interest rate cuts potentially coming sooner in 2024 rather than later. Among major regions, international developed equities led December with

January 2024 | Monthly Economic Update Read More »

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December 2023 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet Equities soared during the month of November as softer-than-expected US inflation data strengthened investors’ belief that the Federal Reserve (Fed) was done raising interest rates. This helped shift the sentiment of higher interest rates for longer to interest rate cuts in 2024. Despite geopolitical tensions around the world,

December 2023 | Monthly Economic Update Read More »

Setting task for the day

A Comprehensive Guide to End-of-Year 401(k) Tasks

As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here to help you. This article is a helpful guide for wrapping up 2023 smoothly! We will dive into those

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November 2023 | Monthly Economic Update

ECONOMIC UPDATE Facebook LinkedIn Twitter Source: FactSet Equities fell for the third straight month in October, giving back nearly half of their gains for the year. The prospect of higher for longer interest rate policies and elevated geopolitical uncertainty as a result of the Israel-Hamas conflict weighed on markets. In October, US equities fell into

November 2023 | Monthly Economic Update Read More »

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