Category: Articles

6 Reasons You Should Include Trusts in Your Retirement Plan

If you have embarked down the path of estate planning, you have probably asked yourself, Do I need a trust?  While not everyone may need a trust, specific circumstances warrant utilizing a trust.  Estate planning and trust utilization should be...

Capital Market Review – May 2023

Looking at just the S&P 500 Index, the month of May appears boring since the index increased by only 0.4%. However, about one-quarter of trading days in May saw the index move up or down by over 1%, and there...

Tracking Down Lost 401(k)s

Was your first job delivering the newspaper, babysitting, or working at a fast-food restaurant? According to the Bureau of Labor Statistics, those born from 1957 to 1964 have held 12.3 jobs between 18 and 52. That’s a lot of jobs! This...

The Debt Ceiling Explained

The U.S. debt ceiling has circled the news for months, and now we are approaching a more critical scenario. The debt ceiling is the amount of money the U.S. government is authorized to borrow, which is set by Congress. Think...

Capital Market Review – As of April 30, 2023

From stock market returns to economic data, April can be described as a mixed bag. The largest companies in the U.S. had a strong month, climbing 2.5%, while the smallest companies fell about 2.5%. Economic data was much of the...

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