Our Thoughts On

WEALTH MANAGEMENT

October Investment Corner - What is a Government Shutdown?

Wealth Management

Sean McCann | 10.20.2025

Every year, Congress must pass, and the President must sign, budget legislation for the next fiscal year, consisting of 12…

September 2025 Market Recap

U.S. equity markets seemed to have forgotten about the historical context that September has brought for investors. Historically, September has…

September Investment Corner – The Impact of Fed Rate Cuts

On September 17th, Federal Reserve Chairman Jerome Powell announced a 0.25% cut to the federal funds rate, lowering the target…

August 2025 Market Recap

The continuation of the market rally in August was driven by strong earnings from tech companies, especially those involved with…

August Investment Corner – Crypto Week in Review

The middle of July marked a pivotal moment for crypto regulation in the U.S. Three major bills debated in Congress,…

July 2025 Market Recap

The S&P 500 index continued its strong advance in July, hitting a record closing high in almost half (10 of…

Investment Corner: Dollar Pains, Global Gains - The FX Factor in 2025 Market Performance

The falling U.S. dollar continues to be the most important driver of multi-asset investing in 2025. The first half of…

June 2025 - Market Recap

The S&P 500 index continues to produce new records – this time the fastest recovery following a 15% or greater…

Major Tax Code Changes Under the One Big Beautiful Bill

A sweeping update to the U.S. tax code was signed into law late last week under the One Big Beautiful…

Investment Corner: What Does a Debt Rating Downgrade Mean for the U.S.?

Credit rating agencies, such as Fitch, Moody’s, and Standard & Poor’s, provide ratings of the creditworthiness of debt issuances (from…

May 2025 Market Recap

Historically, the month of May has not been the strongest for the equity market. Many investors may have heard the…

RETIREMENT SOLUTIONS

Ready, Set, “Catch-Up!” – Unpacking Proposed Regs. Regarding Catch-Up Contributions Under SECURE 2.0

401(k) Plans, Benefits, ERISA

Alexander Papson | 3.07.2025

On January 10, 2025, the U.S. Department of the Treasury and the Internal Revenue Service released proposed regulations to clarify…

2025 Cost-of-Living Adjustments for Retirement Plans and IRAs

The Internal Revenue Service published 2025 Cost-of-Living Adjustments (COLA) in Notice 2024-80 on November 1, 2024. The COLA increases will…

2024 Cost-of-Living Adjustments for Retirement Plans and IRAs

The Internal Revenue Service published 2024 Cost-of-Living Adjustments (COLA) in Notice 2023-75 on November 1, 2023. The COLA increases will…

Incentive Compensation for Construction Industry Employers

Good employees are hard to find, particularly in the construction industry. If your business has struggled to attract and retain…

How Safe Are Your 401(k) Assets?

Recent bank failures along with continued speculation of more to come has led many Americans to question the safety of…

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions Under current law, retirement plans may…

SECURE 2.0 Act – Section 603. Catch-Up Contributions as Roth Contributions

SECURE 2.0 Act – Section 603. Catch-Up Contributions as Roth Contributions Under current law, catch-up contributions to 401(k), 403(b) and governmental…

SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans

SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans Section 127 of the SECURE 2.0…

SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans

SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans The SECURE 2.0…

SECURE 2.0 Act – Section 332. Employers Allowed to Replace SIMPLE IRA Plan with Certain 401(k) Plans

Current law prohibits the replacement of a SIMPLE IRA plan with a 401(k) plan mid-year. Rollovers from the SIMPLE IRA…

SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

SECURE 2.0 Act – Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met Applicable…

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Our Thoughts On

WEALTH MANAGEMENT

October Investment Corner - What is a Government Shutdown?

RETIREMENT SOLUTIONS

Ready, Set, “Catch-Up!” – Unpacking Proposed Regs. Regarding Catch-Up Contributions Under SECURE 2.0

Let’s Start the Conversation

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Our Thoughts On

WEALTH MANAGEMENT

October Investment Corner - What is a Government Shutdown?

RETIREMENT SOLUTIONS

Ready, Set, “Catch-Up!” – Unpacking Proposed Regs. Regarding Catch-Up Contributions Under SECURE 2.0

Let’s Start the Conversation

Subscribe For Updates

Office Locations

Links

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