Stock Markets Higher in First Half of 2023

We are now in the second half of 2023. In the first half of 2023, stock markets did well. Both in the US and around the world. The S&P 500 is up 16.89% thru 6-30-2023. Other stock indexes also have done well. Developed market (DM) and emerging market (EM)...

Market Week: July 03, 2023

Stocks and bonds have had a strong start to the year due to resilient economic data, a bounce back in profit margins and a moderation in the market’s expectations for interest rates.

2023 Midyear Outlook – The New Reality for Investors

We are now mid-way through 2023, and I thought it a great time to look at the 2023 investment markets. See what has happened in the first half of 2023 and what’s possibly to come moving forward. We have included a comprehensive Midyear Outlook issue for you to...

Market Week: June 19, 2023

In 1Q23, nearly 44 million Americans owed more than $1.6 trillion in federal student loan debt and, according to Moody’s, these borrowers will be faced with an average $250 monthly payment once payments resume.

Time to Review Your Existing Dental 401k Plan

3 Reasons It’s Time to Review Your Existing Dental 401k Plan Get the Most Out of Your Dental Retirement Plan In past editions of Dental Insights , we discussed the benefits of starting up a 401k plan and the tax credits available to offset the start-up costs....