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Week-in-Review: Week of 12.14.20

The Bottom Line ● All four major stock market indices made record highs on Thursday, and advanced for the week. The Cboe VIX Volatility Index fell to 21.7 from 23.3 last week, and the US 10‐year Treasury yield rose 0.05% to 0.95%. ● Optimism for a new coronavirus...

Week-in-Review: Week of 12.07.20

The Bottom Line ● The S&P 500 Index was down 4 of the 5 days during the week as optimism for additional fiscal stimulus began to fade. The House and Senate did pass a one‐week federal spending extension to avoid a shutdown through Dec. 18 to buy more time for a...

2021 Retirement Plan Limits

When the IRS announced various 2021 retirement plan limits in October, we knew a few limits would change for next year. However, as we get closer to January, it’s important to ensure payroll departments and provides are prepared to apply the following: . – The...

Week-in-Review: Week of 11.30.20

The Bottom Line ● Don’t tell December that it was a November to Remember. The S&P 500 large‐cap index, the tech‐heavy Nasdaq Composite, and the Russell 2000 small‐cap index all closed out the first week of December, right where they ended November, at new record...