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Quarterly Economic Update: Fourth Quarter 2020

There are many years that history could easily forget, but 2020 certainly will not be among them. The year 2020 challenged us in more ways than we were prepared for and the thoughts of a “Happy New Year” seemed to be more prevalent this New Year’s Eve than ever. In...

Strategies for Investors in Uncertain Times

After one of the most contentious presidential elections in recent history, as of November 6th, the election results are still not finalized and they might be contested for the foreseeable future. A new administration could bring changes, so we thought it would be...

Annual Plan Limits

Plan Limits 2025 2024 401(k) Elective Deferral Limit $23,500 $23,000 Catch-Up Contribution Limit* $7,500 $7,500 Annual Defined Contribution Limit $70,000 $69,000 Annual Compensation Limit $350,000 $345,000 Annual Defined Benefit Limit $280,000 $275,000 Highly...

Quarterly Economic Update: Third Quarter 2020

Nearly six months after the large waterfall drop of equity prices in March, most broad indexes have found their way to a better place. For the third quarter, the Dow Jones Industrial Average (DJIA) advanced over 7% and the S&P 500 index (S&P 500) rose over...

Proactive Year-end Tax Planning for 2020 and Beyond

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...

Low Interest Rates and Investors

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain near zero until the economy recovers from...