Many of our clients’ earned income exceeds the limits to contribute to a Roth IRA (See the 2022 limits here) and they think they cannot contribute to a Roth IRA.

In July, the U.S. economy added over 500,000 jobs as the unemployment rate fell to 3.5%. Economists expected job growth would total just 250,000 last month.

In the turbulent 2022 investment year that we’ve had thus far, here’s some good news: July 2022 S&P 500 index was up 9.22%.

If your practice has a 401k retirement plan, reminder of some key 2022 deadlines.

Knowing that Amazon’s Prime Day (s) starts tomorrow and runs through Wednesday the 13th, I’d thought we’d give you some money saving ideas that we use.

The second quarter of 2022 is over. Given that all stock market indices were down 15% or more for the quarter, you might be asking: what do I do?

Powerful trends have transported the world’s major economies back to where they stood just before the pandemic: firmly in late-cycle territory.

With a 75-basis-point (bps) rate hike, the biggest single move in nearly three decades, the U.S.

The latest consumer price index (CPI) report released Wednesday, May 11, has confirmed that the U.S. Federal Reserve has a long way yet to go in its fight against inflation.

During periods of volatility in the stock market, you may have doubts about your long-term investment strategy. Just remember what Warren Buffet says…..