Financial Insights Archives
Video: SECURE Act 2.0: Understanding the Benefits for Retirees
Video: SECURE Act 2.0: Inheriting an IRA: What You Need to Know
Q4 Market Commentary
In fact, the only money related searches to make the top 10 list in 2022 were #7 “Mega Millions” and #8 “Powerball.” This indicates to me that in a time of declining stock and bond markets, people hope to turn their fortunes around by hitting it big with lottery games. Instead of looking at their financial statements,…
Read MoreVideo: SECURE Act 2.0: RMD Age Changes for 2023
401(k) and IRA Contribution Limits for 2023
Q3 Market Commentary
The 3rd quarter of 2022 started out strong, with the S&P 500 Index climbing almost 15% from the end of June to the middle of August. Then, the Federal Reserve indicated they might have to be more aggressive with interest rates to respond to the rising inflation numbers. The markets around the globe took this as bad news…
Read MorePursuing a Better Investment Experience
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely have questions regarding how to improve your odds of investing success. Petersen Hastings is here to help. Learn more about the 10 key principles, using data and reasoning, that may help improve your odds of…
Read MoreQ2 Market Commentary
The 2nd quarter of 2022 was mostly negative for stocks and bonds as the markets reacted to the highest inflation rates since the 1980s. The Federal Reserve has responded to the rising inflation numbers by increasing the Federal Funds Rate by 0.5% in May, then another 0.75% in June to set the target rate between…
Read MoreCybersecurity Tips to Better Protect Your Data
In today’s interconnected world, cybersecurity is more crucial than ever. With the increasing frequency and sophistication of cyber threats, it’s essential for everyone to prioritize online safety. Whether you’re a tech enthusiast or just starting your digital journey, these cybersecurity 101 tips will help you navigate the virtual landscape securely. 1. Use Strong and Unique…
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