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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 notched its 50th all-time high of 2024 as investors piled into equities after a decisive US election.  Wall Street embraced the idea that President-Elect Trump would enact several pro-growth policies to bolster corporate profits. ...

401(k) Contribution Limits Increase for 2025

By Sarah Brenner, JD Director of Retirement Education   There is some good news for retirement savers! The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2025, and many of the dollar limit restrictions on retirement accounts...
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar.  The S&P 500 traded lower for the second consecutive week and could not close out October with a gain,...