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… Confidence As IRA contribution season approaches, it’s time to focus on building your retirement savings while … tax-deductible, reducing your taxable income for the year. However, withdrawals in retirement are taxed as ordinary … options for full FDIC insurance on your deposits above the standard limit so that you can feel secure with your funds. …
… Outlook, New Medicare Advantage Plan? If you’ve resolved to take better care of yourself in 2023 and you are enrolled … Advantage Open Enrollment Period is your opportunity to reassess whether your health insurance matches your … provided by Medicare Supplement or Medigap Plans are standardized, i.e. a specific plan will offer specific …
… October 2025 Market Commentary No Tricks, Just Treats: Markets Rally Through October While the government shutdown and volatile trade … decisions due to the dearth of government data, the gold standard. And while the Fed looks to private and state level …
… fourth consecutive monthly gain and 20th all-time high year-to-date. The Nasdaq was up 1.58%, its fifth straight month … are more prevalent – a positive backdrop for stocks showcasing the resilience of Corporate America. Rate Cut … market and economic factors and is here to talk through how they may impact you. Please reach out if you have any …
… 18, the S&P 500 reached a new all-time high, managing to rally from a pandemic-induced sudden and severe bear … Equities September was a difficult month for stocks; however, the quarter was quite good with the S&P 500 … growth and relations with China are top priorities. How these issues are handled will influence market …
… September's Fed rate cut and the expectation of more cuts to come later in the year. At the S&P sector level, there … interest rate decision. After a year on hold, the central bank delivered its widely anticipated 0.25% (or 25 basis … below history of market performance dating back to 1950, shows years where the S&P 500 was up more than 10% heading …
… 500 reached an all-time peak of 4,797 on January 3rd; many stock valuations climbed well above historical levels and … majority would return to the House and Senate in November. However, Senate Democrats improved their numerical majority, … in the final two months of the year. The European Central Bank responded to inflation with four rate increases in 2022 …
… for the Record Books! After an exciting grand slam ending to 2023, markets started the new year with all of the … in the economy. The FOMC largely maintained that the data show inflation continues to move lower towards their 2.00% … an end to negative interest rates, which benefited Japanese banks, importers and companies in general with foreign …
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