News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Investing
January 2023 Market Review
Buoyed by signs of declining inflation, a strong labor market, and steady GDP growth, risk assets rebounded from their 2022 capitulation, posting strong returns in January. With inflation being the driver of financial markets over the past four quarters, the $64 million question is “what lies ahead”? Read our market recap for January 2023 by CIO Udayan Mitra, CPA.
February 6, 2023
Estate Planning
Why You Need An Estate Plan
No one wants to think about their own death, yet none of us will live forever. Creating an estate plan is an unpleasant but necessary part of being a responsible adult. We can’t know when our time is up, but we can control whether we help our loved ones or leave them with a financial mess.
February 6, 2023
News
What The SECURE Act 2.0 Means For Retirement Savings
Recently, Congress has implemented the SECURE Act 2.0, a momentous reform of the retirement savings plan. This new law represents one of the most comprehensive changes to retirement plans since the advent of automatic enrollment and the addition of Target Date funds back in 2006. With the intention of helping Americans to more adequately prepare for their future financial security, this Act offers considerable changes that should make retirement savings more achievable.
February 1, 2023
Investing
How To Fix the Gender Investing Gap
The U.S. is facing a gender investing gap with men investing and accumulating wealth at a faster rate than women. To ensure women have enough retirement assets for their long life expectancy, closing this gap is crucial. Statistics from WorldData.info show that women on average live to be 80.2 years compared to men’s 74.5 years. It is essential that we work together to reduce the gender investing gap.
January 31, 2023
Retirement Planning
Things To Consider Before Working During Retirement
It’s important to consider a few things before making your decision to work once you retire. Your monthly payment, among other things, might be impacted, so make sure you’re in the know.
January 27, 2023
Investing
How Emotions & Behaviors May Impact Your Investing
Our deep-seated emotions surrounding money and investing are not always easy to pinpoint, yet they remain strong nonetheless. Behavioral science provides a clearer picture of why we make investment choices, as well as the emotional triggers behind them.
January 26, 2023
