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Weekly Market Commentary

Weekly Market Commentary

A barrage of tariff letters sent to over 20 countries by President Trump yielded very little movement in the financial markets.  Trump announced that there would not be additional extensions to negotiations and that tariff levels sent in these letters would go into...
Weekly Market Commentary

Weekly Market Commentary

The holiday-shortened week produced another week of gains for US equity indices.  The S&P 500 was up 10.6 % in the 2nd quarter, while the NASDAQ composite rose 17.8%.  Trump’s reconciliation bill was passed by the Senate and subsequently approved by the House,...
Weekly Market Commentary

Weekly Market Commentary

The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week for Wall Street.  A de-escalation of the Iran-Israel-US conflict happened on the twelfth day after Israel’s initial strikes.  The US bombed three key...

Double Your Pleasure – The 457(b) 2x Catch-Up

  By Ian Berger, JD IRA Analyst If you’re in a 457(b) plan and are nearing retirement, you may want to consider an often-overlooked rule that could allow you to defer twice the usual annual elective deferral limit (for 2025, $23,000 x 2 = $47,000) in the three...

Moving Your Roth Account

  By Sarah Brenner, JD Director of Retirement Education The year 2025 has been a turbulent time for the economy. Whether due to job loss or persons seeking better investment opportunities in volatile markets, retirement account funds are on the move more than...
Weekly Market Commentary

Weekly Market Commentary

Despite there being plenty for investors to consider, the holiday-shortened week ended pretty much where it started. Israel and Iran continued to exchange missile attacks, while global leaders tried to find a resolution to the conflict. President Trump opened the door...