Insights

Bankrate.com recently shared the results of a survey they conducted and the results drew our attention. When asked, “What annual […]

On August 1st, the credit rating agency Fitch downgraded the sovereign debt of the United States from AAA to AA+.

It is remarkable how consistent total returns have been for the U.S. stock market over the long term. For the

Super Bowl XVIII was played 39 years ago in Tampa Bay and featured the Los Angeles Raiders taking on the

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