A Mid-Year Outlook: Have We Weathered the Storm? September 1st, 2023 As 2023 began, the markets braced for recession. Many market observers were sure that the Federal Reserve’s battle to contain […] by root
How to Get Started on Your Estate Plan August 16th, 2023 Have you considered what will happen to your assets if you pass away or become disabled? While this is not […] by root
Why Bonds, Why Now? July 18th, 2023 For the past decade, historically low-interest rates have made bonds a low-returning asset category, despite their other benefits. From 2013 […] by root
Is Social Security Running Out? Here’s What You Need to Know June 8th, 2023 In May, the Social Security Administration made headlines when it announced the trust fund financing retirement benefits to nearly 66 […] by root
Cash Is Back: Here’s How to Use It to Your Advantage May 31st, 2023 Until recently, it was hard to get too excited about cash. With historically low interest rates, typical savings accounts were […] by root
The Debt Ceiling and How It Impacts Your Portfolio May 23rd, 2023 The debt ceiling has made its way back into the headlines this year, as the House of Representatives and the […] by root
Market Seasonality: Does the Time of Year Predict Market Performance? May 3rd, 2023 Many investors and advisors have heard the old adage “Sell in May and Go Away,” a piece of investor wisdom […] by root
Four Ways the SECURE Act 2.0 May Affect Your Retirement Plan April 17th, 2023 New rules enable you to enroll automatically, save more, maintain tax-deferred growth longer and tap your retirement funds for emergency […] by root