Secure Act 2.0 for Dentists: Take Action Now!

Secure Act 2.0 for Dentists Information for Your Dental Practice The Secure Act 2.0 of 2022 maybe be the most impactful legislative change to retirement laws in the last 17 years. It has opportunities galore for dental practices and dentists who are aware and take...

AI: What Does it Mean for Investors?

Capital Group, home of the American Funds, has put out a great article regarding artificial intelligence (AI) and the impact on investing. We highly recommend you invest the time to read the full article. The highlights….. Artificial intelligence (AI) is having an...

Market Week: April 17, 2023

The 1Q 2023 earnings season is underway, with the large U.S. banks releasing results last Friday. Current analyst estimates are tracking operating earnings per share (EPS) of $49.54 ($39.73 ex-financials), representing y/y growth of 0.4% and a q/q decline of 1.6%.

Recession Resilience: Muni Bonds Can Help Shield Portfolios

The U.S. Federal Reserve raised rates aggressively to fight inflation, battering both equity and fixed income investments. By year-end, those efforts helped to bring inflation from a peak of 9.1% in mid-2022 to 6.0% in February 2023, as measured by the Consumer Price Index (CPI).

Market Week: April 10, 2023

The unemployment rate decreased to 3.5% in March, well below the long-term average of 6.2%. However, total nonfarm employment only grew by 236k, a notable deceleration from the prior month, and wage growth decelerated to 4.2% y/y.