Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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Market Commentary: Stocks Are Quite Resilient
In the midst of a banking crisis that has seen some of the largest U.S. banks collapse nearly overnight and 100-year-old European banks verging on failure, not to mention a volatile bond market and a plunge in crude oil — the Federal Reserve raised rates. While we’d expect stocks to tumble …
Market Commentary: The Latest on the Banking Crisis
On the heels of the first three bank failures in years, issues spread across the pond last week as Credit Suisse Group AG became the latest banking institution to make headlines over solvency concerns. Let’s be clear: This Swiss bank was a three-dollar stock two weeks ago and has long been …
Are You Offering a Competitive 401(k) Plan?
Chloe Copple, Business Exit Planning Advisor, CEPA Come November 2023 in Illinois, businesses with 5 employees (including part-time workers) are required to offer 401(k) plans.
Is a Qualified Opportunity Zone the Right Opportunity for Me?
Chloe Copple, CEPA, Business Exit Planning Advisor In 2017, the Tax Cuts and Jobs Act was signed into law, passing a new tax incentive called Qualified Opportunity Zones. This program certified distressed low-income communities throughout the United States to qualify for new federal tax inc …
Next Level Retirement Planning
Level up your retirement plans! Watch out webinar: Next Level Retirement with Carson’s Senior Wealth Planner Tom Fridrich and Wealth Planner Michael Gruidel, now available on demand.
Your Silicon Valley Bank Questions Answered
You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.
