Secure Act 2.0. Did We Mention Tax Credits?

A few weeks ago we mentioned the recently enacted tax bill called the Securing a Strong Retirement Act 2022, otherwise known as “SECURE 2.0 Act.” or “SECURE Act 2.0”. It addresses many beneficial changes as we all plan for our retirements…

Market Week: February 13, 2023

Improving global PMIs and a much better-than-expected employment report have recently given investors new confidence that the economy can avert a near-term recession, boosting market sentiment and stock prices…

Investor or speculator? Which are you?

Reading this weekend’s WSJ, I came across an article about “ Amateur Investors ” (WSJ Subscription needed). What I discovered was these “investors” were actually speculators (some may call them gamblers).

Market Week: February 06, 2023

With about half of market capitalization reporting, our current estimate for 4Q22 S&P 500 operating earnings (EPS) is $50.48, representing a y/y decline of 11.0% and a q/q increase of 0.3%.

Beware Spear-Phishing Attempts

Last week, Marketing Director Theresa received the text message above. Problem was – it wasn’t me! This was likely an attempt at spear-phishing (click link for info on spearfishing).The culprit likely got our info from either our website or from LinkedIn – these...