Market Rundown Q2 2024

Over the past few decades, the investment landscape has been characterized by declining interest rates, low inflation, and globalization. However, this is now changing. Interest rates are at a 23-year high, inflation remains elevated, and globalization is facing headwinds. Additionally, geopolitical tensions have increased. And despite the highest Federal Reserve policy rate in 23 years,…

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What If The FED Doesn’t Cut Rates This Year?

Market Expectations: Investors are keenly observing the Federal Reserve’s actions amid concerns about rising inflation. Historically, the Fed has responded to inflation by adjusting interest rates, and many anticipate a similar move in 2024. However, the Fed’s decisions are influenced by a range of economic indicators, including employment numbers and GDP growth, not just inflation…

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Considerations When Electing Social Security

Social Security benefits serve as a critical component of retirement income for millions of Americans. Deciding when to elect these benefits can significantly impact one’s financial well-being in retirement. However, the optimal timing for claiming Social Security isn’t a one-size-fits-all scenario. It depends on various individual circumstances, including financial needs, health status, longevity expectations, and…

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Do Equities Still Have Room to Run?

Over the past year, equities have shown significant upward momentum, rebounding strongly since the S&P 500 hit a low point in October 2022. This surge has resulted in a remarkable 26% increase in the S&P 500 over the last year, prompting questions about the potential for further growth. Despite concerns of a looming recession in…

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New Deferral Limits For 2024

We are pleased to bring you the latest update on tax deferral strategies and regulations that may impact your financial planning. In this ever-evolving landscape, staying informed about changes in tax laws is crucial for making informed decisions and optimizing your tax position. Our update aims to provide you with key insights and updates on…

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