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Weekly Market Update 11/22/21 Thumbnail

Weekly Market Update 11/22/21

Equities were mixed as new concerns over European lockdowns emerged late in the week. The Dow was up 0.30% last week, while the S&P 500 gained 0.46%, the Nasdaq was up 1.53%, while the Russell 2000 lost 3.48%. Bonds were mixed as the 10-year Treasury yield increased by 1 basis point last week. The BBgBarc Agg Bond Index added….

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2022 Contribution Limits Thumbnail

2022 Contribution Limits

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.

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Weekly Market Update 11/15/21 Thumbnail

Weekly Market Update 11/15/21

Bonds and stocks too a breather last week as the S&P 500 Index ended a 4-week winning streak. The Dow was down 2.52% last week, while the S&P 500 lost 0.35%, the Nasdaq was off….

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Your 2021 Guide to Year-End Charitable Giving Thumbnail

Your 2021 Guide to Year-End Charitable Giving

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

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Weekly Market Update 11/8/21 Thumbnail

Weekly Market Update 11/8/21

Equities explode higher despite the beginning of Tapering. The Dow was up 1.70% last week, while the S&P 500 gained 2.52%, the Nasdaq was up 3.67%, while the Russell 2000 gained a whopping 7.16%. Bonds were higher...

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