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In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...Read More
Despite losses in the last few days of January, equities had strong gains for the month, with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500) and Nasdaq up about 8.1%, 5.6%, and 7.3%, respectively. Small cap...Read More
Equities were higher in November as some markets pushed to record territory. The Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq were up about 3.83%, 2.8%, and 2.16%, respectively. Small cap stocks were...Read More
Equities generally moved higher, some in record territory, during September with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq up about 2%, 1.9%, and 5.8%, respectively. Small cap stocks up more...Read More
TO: Valued Clients & Advocates FROM: Morrie W. Reiff, CFP® Your Financial Concierge SUBJECT: Equifax Breach & Credit Monitoring Information The Equifax breach of security has resulted in the compromise of the private information...Read More
An Index Fund is a type of Exchange Traded Fund (aka: ETF) An ETF is a fund that is traded on stock exchanges. An ETF can hold asset such as stocks, commodities, or bonds. They have been available in the US since 1993 and in Europe...Read More
Equities generally moved higher in August with the Dow Jones Industrial Average (Dow), Standard & Poors 500 (S & P 500), and Nasdaq up about 2.8%, 2%, and 4.7%, respectively. Small cap stocks were down about 7/10ths of 1% for the month...Read More
You spend your whole life working hard for your money, right? Well why not let your money work for you NOW? Do you have money piling up in your checking account or stored under your mattress? Well that might seem like a good idea at...Read More