3 Changes to Retirement Planning in 2024

The SECURE 2.0 Act has been in effect for over a year after being signed into law on December 29th, 2022. It includes several retirement provisions impacting Required Minimum Distributions and contribution limits for high-income earners.   To learn about these earlier...

Our View of 2024: January Update

Increasingly Optimistic Consumer health will dominate headlines in 2024 as the eventual recession becomes a reality. The onset of a recession is a lagging indicator and represents a normalized shift in the business cycle, one that has occurred every 6.5 years since...

Concentration of Returns in the S&P 500

The pursuit of excess investment returns in 2023 was predominantly determined by having substantial investments in the top 10 companies of the S&P 500 Index, as measured by market capitalization. Forgoing an oversized commitment to those 10 companies would entail...