Here is a breakdown of where each market driver currently sits: The Federal Reserve announced last week that, while they would keep interest rates at their current level, they expect more rate hikes on the horizon. Also, the Fed suggested that rates may remain higher for longer than they initially anticipated. The Fed “dot plot” […]
Current Market Indicators 9/29/23 Read More »
Retirement Planning Series, Part II In our previous newsletter, we continued the Retirement Planning section of our financial literacy series by discussing 401(k). Today, we will delve into the topic of Individual Retirement Accounts, or IRAs. While 401(k) has become the prominent way to save for retirement through your employer, IRAs remain an effective way
Roth and Traditional IRAs Read More »
Here is a breakdown of where each market driver currently sits. Learn more about how these Three Market Drivers help us determine these results. The U.S. Consumer Price Index, or CPI, came in at 3.67% year-over-year growth, an increase fromlast month’s 3.18%. The main contributor to this increase was a 5.6% spike in energy prices
Market Indicators 9/15/23 Read More »
With so much economic uncertainty and debate around whether the U.S. is heading towards a recession, we’d like to revisit some indicators that we had mentioned in previous newsletters. Unlike politicians who are politically motivated to point to certain economic data points to justify whether we are heading towards a recession or not, we simply
The Economy: Where Do We Stand? Read More »
