September 11, 2023

3Q.2023 Earnings Update – S&P 500

3Q.2023 Earnings Update – S&P 500 Index Earnings 3Q.2023 earnings for the S&P 500 index are increasing based on a bottom-up consolidaiton of earnings estimates by company.  Change results since June 30 vary widely by company and sector, but the consolidated change for the S&P 500 index is for annual […]
September 9, 2023

The Roth 401K versus The Traditional 401K

Roth 401K vs. Traditional 401K The Roth 401K was built on a simple idea: Save today and get a tax break tomorrow.  This is the inverse of the traditional 401K, where workers set aside money to save for tomorrow and they get a tax break today. The Roth 401K is […]
September 8, 2023

7 Signs It’s Time To Hire a Financial Advisor

7 Signs Its Time to Hire A Financial Advisor People often wonder if now is the right time for them to hire a financial advisor. And if not now, then when? While almost anyone could benefit from working with a financial advisor, there are certain times in life where it […]
September 1, 2023

August 2023 Returns and Asset Performance

Major Asset Classes August 2023 Performance Comparison Introduction August 2023 returns were negative, ending a 5 month stock market rally.  At one point, the S&P 500 index was down -5.5%, but ended the month down -1.8%. The primary driver of returns was higher borrowing costs , which weighed on the […]