401(k) Contribution Limits Increase for 2025

By Sarah Brenner, JD Director of Retirement Education   There is some good news for retirement savers! The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2025, and many of the dollar limit restrictions on retirement accounts...
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar.  The S&P 500 traded lower for the second consecutive week and could not close out October with a gain,...

Turn Your Clocks Back, and Pay Attention to the Roth IRA Clocks

By Ian Berger, JD IRA Analyst Don’t forget to turn your clocks back this weekend! With that reminder comes another: pay attention to the Roth IRA distribution clocks. The key point to remember is that there are two different clocks, each used for a different purpose....
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global markets pulled back last week as investors took the opportunity to reduce some risk before a very close US Presidential election. In the US, nearly 20% of the S&P 500 reported earnings. Generally, results came in better than expected;...

3 IRA Tasks to Complete by the End of 2024

Sarah Brenner, JD Director of Retirement Education   The year 2024 has flown by and the holidays season will soon be upon us. That means time is running out on year-end IRA deadlines. You will want to be sure to get the following three IRA-related tasks done...
What the Fed’s Rate Cut Means for You

What the Fed’s Rate Cut Means for You

The Federal Reserve just reduced interest rates for the first time in four years. Here’s how it will impact borrowers and saver What goes up must come down, and after four years, that’s finally true about interest rates. The Federal Reserve cut its benchmark rate on...