Recent News and Articles
529 Plan Update: Get a head start on retirement planning
The SECURE Act 2.0 passed in December 2022 made broad changes to the tax code including 529 college savings plans.
What Should I Do With My Year-End Bonus?
If you are one of the many American employees who find themselves fortunate enough to receive a year-end bonus, you’ll have to decide what do with it. While it could be tempting to pull a Clark Griswold from Christmas Vacation and spend it all on one big item, you should take a step back and think before doing anything. Once you know you are receiving a bonus, you should come up with a plan on how to best use it. If you simply leave the money in your checking account, you’ll find in a few months that [...]
Kevin’s Corner: Broadening Your Horizons
International stocks have lagged their U.S. counterparts since the end of the last recession in 2009 by a significant amount, but last year both developed international stocks and emerging market stocks beat the S&P 500. This caused many investors to jump into international stocks, yet this year, overseas markets are once again underperforming. Let’s take a look at international markets to see if they belong in your investment portfolio. The chart below shows the return of the S&P 500 vs. the MSCI All Country World ex-U.S. index over the past twenty years. Looking at the period from [...]
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