With the recent volatility in the stock market, we wanted to address what it means for the market to be “in a correction.” A Correction in the Stock Market is when a drop or reversal of 10% occurs from the recent peak. This is a relevant topic because the...
In a recent blog post, we discussed how the Federal Reserve is using monetary policy tools to address inflation in the United States. One key approach has been raising interest rates to slow economic activity, which can help reduce demand for goods and services. In...
The markets have been experiencing an increased amount of volatility as we enter the second quarter of 2025. The current catalyst is President Trump’s latest tariff announcement and the possibility for reciprocal tariffs from our trade partners. If you’re...
In this blog series, we have been discussing various topics to consider when evaluating or drafting your retirement plan. One of our favorite analogies to use with clients is to compare Surviving Retirement with Climbing Mount Everest. Not only does this align with...
We have seen that our clients are often surprised that they have a few different options to consider as it relates to their employer sponsored retirement plans when they change jobs. This blog post will detail the different options that are available and what our...
Both February and March were negative which led to a 10% loss for the S&P 500. We would be happy to discuss your personal performance versus the indexes at any time to compare/contrast it, so feel free to give us a call to schedule a review meeting. While being...
