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January Market Commentary: Inflation + Rising Rates = Volatility

Inflation and Volatility

January Recap and February Outlook The Fed telegraphed in November and December that rates would be going up. The December inflation number of 7% (released in January) hammered home the reality that inflation isn't going down to historical levels of around 2% anytime soon. Despite Chairman …

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You’ve Maximized Your 401(k). Should You Invest After-Tax in an IRA?

401(k)

If you have contributed the maximum to your 401(k) plan, you may want to consider additional after-tax savings in an IRA account. While the contribution won't be tax-deferred, it will still grow tax-free and can provide an additional source of income in retirement. And since you contributed with …

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Five Money Moves to Make in 2022

Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. And while we’re at it, dry January and Veganuary are great ways to get a little healthier quickly. But while these require commitment every day, money goals can often be front-loaded …

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Holiday Wellness Plan

Your Holiday Wellness Plan Comes Down to Avoiding Stress and Taxes Depending on who you ask, the holidays are either a season full of celebration and connecting with family and friends, or they’re a seasonal burden that adds to the never-ending stresses of life. A recent survey found that 88% of …

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