Hot Topics

  • IRA and Retirement Plan Limits for 2021

    Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits  The maximum amount you … Read More

  • Market Review: October 2020

    The Markets (as of market close October 30, 2020) Stocks fell for the second consecutive month in October as rising COVID-19 cases and related deaths shunted signs of an economic rebound. The month began on … Read More

  • Market Month: August 2020

    The Markets (as of market close August 31, 2020) The positive run for stocks continued in August as the major market indexes regularly reached all-time highs. While investors remained bullish toward equities, it wasn't … Read More

  • Market Month: July 2020

    The Markets (as of market close July 31, 2020) Stocks posted gains in July in spite of gloomy news on the economic and pandemic fronts. Investors continued to trust equities despite the gross domestic product … Read More

  • The Shape of Economic Recovery

    On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020 marked the end of an expansion that began in 2009 and the … Read More

  • Quarterly Market Review: April-June 2020

    The Markets (second quarter through June 30, 2020) Stocks rebounded from a dismal March by posting their best monthly returns since 1987, as investors were encouraged by the expectation of additional government stimulus programs and hope … Read More


f