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LEGISLATION THAT WORKS!?

On December 23, 2022, Congress passed new legislation that will impact saving for retirement. The legislation known as Secure Act 2.0 follows up on the

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MARKET QUICK HITS

After falling 19.4% in 2022, the S&P 500 Index rallied 6.2% in January 2023. Since 1945, there have been five other years where the S&P

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S&P500 Returns Graph

TO THE CONTRARY…

The University of Michigan’s consumer confidence index has been around for over forty years. As you might guess from its name, it measures how US

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HOUSING ON FIRE

Many of our clients have recently received annual notices of property tax assessments on their homes, and those assessments are higher across the board. In

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1ST QUARTER INVESTMENT COMMENTARY

The first quarter tested the resilience of financial markets. Numerous economic and geopolitical issues are weighing on investors’ confidence about the future, while most traditional

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collection of numbers ranging from 0 to 9

HOW ABOUT A RAISE?

Retirees receiving Social Security benefits are seeing a significant increase in their January checks. 70 million Americans are getting a 5.9% increase in their monthly

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Mug full of water

THE COFFERS ARE FULL

The pandemic and government stimulus has been good for states revenue. States collect revenue primarily from sales, income and real estate tax and their coffers

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