Jan 20, 2025 | Weekly Wrap-Up
President Donald Trump has wasted no time making his mark as the 47th President of the United States. Sworn in on January 20, 2025, he has outlined an ambitious agenda with over 100 executive orders ready to sign on his first day back in the Oval Office. From...
Jan 10, 2025 | Weekly Wrap-Up
Every year, the IRS updates the contribution limits for employer-sponsored retirement plans. For 2025, here’s what you need to know: Standard Contribution Limits: If you’re under age 50, you can contribute up to $23,500. If you’re over 50, you’re eligible for a...
Dec 30, 2024 | Weekly Wrap-Up
Over 20% of Americans have a financial resolution on their list for 2025. While this is great – you may have the most success by not making large, overwhelming promises to yourself. Instead, resolve to do just one or two specific things that will start to...
Dec 5, 2024 | Weekly Wrap-Up
How Experts Predict the Market May React in 2025 Three widely respected stock-market metrics are signaling potential trouble ahead. Between Inauguration Day 2021 and Election Day 2024, the S&P 500 (SPX) rose an impressive 51%. However, with the S&P 500...
Oct 10, 2024 | Weekly Wrap-Up
As open enrollment season approaches, it’s the perfect time to review your employee benefits and healthcare coverage for the coming year. This period offers a valuable opportunity to adjust your plans and ensure you’re fully covered with the right...
Sep 26, 2024 | Weekly Wrap-Up
Refinancing activity is up, but buyers are playing the waiting game. Mortgage rates ticked down for the third week in a row, but buyers are taking their time before they jump in. The 30-year fixed-rate mortgage averaged 6.08% as of Sept. 26. That’s the lowest...
