Financial Insights Archives
Let the Compounding Commence!
Q1 Market Commentary
Petersen Hastings
Read MoreWhen Headlines Worry You, Bank on Investment Principles
What to Look for to Improve Your 401(k) Plan in 2023
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…
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