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....

What’s The Fed going to do?

The Fed (aka the  FOMC ) is scheduled to decide on US interest rates this Wednesday and according to JP Morgan they should consider pausing the rate increases. On Wednesday, the Fed should provide more clarity on the trajectory of rates after vacillation in market...

Market Week: June 12, 2023

Given a gradual slowdown in growth and inflation and the fact that we have yet to see the full effect of the cumulative 500bps of hikes so far, the Fed would be well advised to pause at this point.