Market Week: June 20, 2023

Market Week: June 20, 2023

The Markets (as of market close June 16, 2023) Stocks advanced for the third straight week, as each of the benchmark indexes listed here climbed higher. Inflationary pressures may finally be subsiding, according to the latest data (see below). In addition, the Federal...
The New Retirement Rules

The New Retirement Rules

Highlights of the SECURE Act 2.0 This handy reference guide will tell you what the new rules are and how they’re different from the old ones. Nearly all the changes are included: 10-year limit on inherited IRAs No “forced” IRA spending until age...
Susan’s Corner: February 2023

Susan’s Corner: February 2023

A favorite quote- “The car is the closest thing we will ever create to something that is alive.” ~ Sir William Lyons Currently Reading: The Bomber Mafia by Malcolm Gladwell   Municipal bonds are a key part of many investor’s portfolios and there are two...