RETIREMENT & LONGEVITY Washington Policy Analyst Ed Mills outlines key components of the new legislation. The year-end fiscal 2023 government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE Act 2.0 legislation builds on retirement savings changes passed in 2019 and contains new provisions […]

From the Desk of Mike Ruff, Portfolio Manager The year 2022 may best be described by one term: Fed-flation. The economies of the United States and the world were influenced by rising inflation, its causes, and the policies aimed at curtailing it. While inflationary pressures began to mount in 2021, they were exacerbated by unprecedented […]

Dear Financial Insights Friends and Family, The last day to vote for the Best of the South Sound is this Friday, 1/6! Financial Insights Wealth Management won the award for Best Small Business in 2015 and 2021, and our CEO and president, Ali Criss-Kemp, won the award for Best Financial Advisor in 2014, 2015, 2018, […]

MARKETS & INVESTING December 16, 2022 Key Takeaways Resilient consumers help U.S. economy avoid real recession P/E contraction has kept the S&P 500 from new highs Most daily 1% swings for S&P 500 since 2009 As your Investment Strategy Team, the ability to look ahead and anticipate material developments that could alter our economic and […]

Review your eligibility for benefits programs and get organized for the year. Winter 2023 market closures Jan. 16: Martin Luther King Jr. Day Feb. 20: Presidents Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. Jan. 18: Fourth quarter 2022 estimated tax payments are due, if […]

The Markets (as of market close November 30, 2022) A late rally at the end of the month helped push stocks higher in November, marking the second monthly advance in a row. Each of the benchmark indexes posted solid monthly gains, led by the Global Dow, which advanced nearly 11.0%. The large caps of the […]