LEGISLATION THAT WORKS!?
On December 23, 2022, Congress passed new legislation that will impact saving for retirement. The legislation known as Secure Act […]
On December 23, 2022, Congress passed new legislation that will impact saving for retirement. The legislation known as Secure Act […]
After falling 19.4% in 2022, the S&P 500 Index rallied 6.2% in January 2023. Since 1945, there have been five
The University of Michigan’s consumer confidence index has been around for over forty years. As you might guess from its
Many of our clients have recently received annual notices of property tax assessments on their homes, and those assessments are
The first quarter tested the resilience of financial markets. Numerous economic and geopolitical issues are weighing on investors’ confidence about
Retirees receiving Social Security benefits are seeing a significant increase in their January checks. 70 million Americans are getting a
The pandemic and government stimulus has been good for states revenue. States collect revenue primarily from sales, income and real
The smooth road stocks have been traveling on has recently gotten a lot bumpier. Several issues have surfaced almost simultaneously
We are long-term, goal-oriented, plan-focused investors. We believe that the key to financial success is to continuously act on a
Many of you may not be aware that we made a few upgrades around the office this past year. Specifically,