Insights and reflections to support your financial growth
Volatile markets: Don’t rely on headlines for guidance on when to invest
Volatile markets: Don’t rely on headlines for guidance on when to invest Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the...
Celebrating Black History Month
Black History Month is a time of celebration and recognition of the history, achievements, and influence of the Black community. While we hope this spirit of recognition isn’t limited to one month, we wanted to take this opportunity to honor a few of the many lives...
2023 FOMC Meeting Schedule
The Federal Open Market Committee (FOMC), a body of the Federal Reserve System - holds eight regularly scheduled meetings during the year. At each meeting, the committee discusses the outlook for the U.S. economy and monetary policy options. 2023 FOMC Meeting...
Secure Act 2.0 Raises RMD Age
The age at which individuals begin taking required minimum distributions (RMDs) increased to 73 from 72 on January 1, 2023. If you turned 72 in 2022 or earlier, you must continue taking RMDs as scheduled. If you are turning 72 in 2023 and have already scheduled your...
Is a Roth IRA a good fit for you?
If your retirement planning includes funding a traditional IRA (or 401[k]), congratulations. You’re reducing your bill to Uncle Sam in every year you contribute. Great! Right? Maybe not so great. The flip side of traditional IRAs is that a withdrawal is a taxable...
Supporting the fight against breast cancer
Spreading awareness to all our loved ones on the importance of self-exams, checkups and screenings can make the difference. Early detection matters! In honor of breast cancer awareness month, we are running a basket raffle through October 31st. All proceeds, which...