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Back to School with Financial Wellness

As your kids prepare to head #BacktoSchool, it’s a great time to add an education about good money habits to the curriculum! Navigating a new financial wellness journey can boil down to a rather simple five-step process:

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Week-in-Review: Week ending in 08.06.21

Equities returned to their winning ways after last week’s fall. All major global equity indices posted gains for the week, are now positive for the year–most with double‐digit advances, and are at or near all‐time highs.

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Month-in-Review: July 2021

U.S. Stocks back at all‐time highs. The S&P 500 closed July near record highs, its sixth consecutive monthly advance. But outside of U.S. large caps, the picture in July was much cloudier. U.S. Small cap fell ‐3.6% and overseas emerging markets plunged ‐6.7%.

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Week-in-Review: Week ending in 07.30.21

U.S. equities, save for the Russell, lost their footing for the week and were in the red. Despite the negative week, the S&P was up for the month of July, the sixth consecutive month in the green.

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Should I make contributions to a Roth IRA or Roth 401(k)?

Employees will often ask us: “Should I make contributions to a Roth IRA or Roth 401(k)?” While both of these accounts can provide similar benefits, there are some key differences you should know. Roth accounts can be a great way to diversify your taxes on your...

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Q2 Quarterly Client Update

Essentially treading water for the first half of the quarter, markets found their footing and finished positive across every major asset class.  Continued vaccination success, massive amounts of fiscal and monetary stimulus, solid economic activity, and earnings acceleration all contributed to the investor optimism that witnessed the S&P 500 deliver positive quarterly results for the fifth consecutive quarter, which is the longest consecutive streak since the nine-quarter stretch that ended in 2017. 

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