As we embark on a new year, the financial landscape presents a complex tapestry of opportunities and challenges. It is our belief that 2024 is poised to be a pivotal one for the stock and bond markets, shaped by a confluence of economic, political, and technological factors. The global economy … Read More
2024: A Year of Significant Changes to 401(k) Plans
As we usher in the year 2024, it's crucial for both employers and employees to stay abreast of the significant changes coming to 401(k) plans. These changes, brought about by the SECURE 2.0 Act, aim to make retirement savings more accessible and beneficial. From increased contribution limits to more … Read More
Stock Market Commentary – December 2023
Markets can change, sometimes quickly and when many people least expect it. After a few hard months for investors the stock market indexes we follow turned notably higher in November. At the same time bond yields moved lower on speculation that the Federal Reserve Bank’s rate hike cycle has come to … Read More
FAFSA 2024-25 Application – What You Need To Know
*** To learn about the key dates and updates made to the latest FAFSA form, the 2025-2026 FAFSA application which opens on December 1, 2024, please see our updated blog. ***Nothing is more appealing to soon-to-be and current college students and their parents than free money. However, it’s … Read More
How To Find College Scholarships
The total average cost of higher education now exceeds $240,000 per child at private four-year colleges.¹ There are several ways students and their families can fund the increasingly expensive college experience. Starting early with a comprehensive savings plan2 and, later, setting realistic … Read More
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