Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2021. You have until your tax return due date (not including…
Stock’s Road Ahead
The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from…
2021 Was a Good Year for Munis. Valuations Remain a Headwind
The municipal market has been a relative bright spot for core fixed income investors in 2021. While most of the other “safe” parts of the core fixed income universe have…
Boomers’ Post-Pandemic Retirement Concerns
For many who are decades away from leaving the workforce, retirement may seem like an abstract concept. But once you’ve entered your late fifties—like the youngest Baby Boomers, turning 57…
