Articles & Market Commentary

If you have spent any time on social media lately, you've likely encountered the buzz around ROTH conversions. But before jumping on the bandwagon, it's crucial to understand the complexities involved and the importance of careful planning. Roth...

Market Recap Week of Nov. 11 through Nov. 15, 2024 The S&P 500 index fell 2.1% this week as stronger-than-expected retail sales and comments by Federal Reserve Chair Jerome Powell led to reduced expectations for a December rate cut. ...

If you participate in a 401(k), ESOP, or other qualified retirement plan that includes ownership in your employer's stock, you need to know about net unrealized appreciation. When you make a withdrawal from your employer’s retirement plan,...

WEEK OF OCT. 21 THROUGH OCT. 25, 2024 The S&P 500 index slipped 1% for its first weekly decline since early September as investors dissected companies' quarterly results. The market benchmark ended the week at 5,808.12, its first decline...