Did you know? Under Vermont’s new law, employers with five or more employees will soon be required by the state to facilitate retirement savings – even if they don’t offer a plan. It’s called Vermont Saves, and while it checks the compliance box, it comes with government-mandated limitations and zero flexibility. About the Rollout The Vermont […]
Vermont Saves; a New Small Business Retirement Plan Mandate Read More »
This comprehensive handy reference guide rounds up market returns and economic data as of June 30, 2025. Market performance includes data for a wide variety of asset classes, sectors, indexes, and more. The economic data includes interest rates, GDP, inflation, and labor statistics. If I had to choose a single word to characterize what single-handedly
2025 Markets: The First Half in Numbers Read More »
Check out our focused session on how to make the most of your Social Security benefits. Learn when and how to claim, how spousal and survivor benefits work, the impact of continued work and taxes, and strategies to potentially increase your lifetime payouts. Whether you’re nearing retirement or planning ahead, this webinar will provide practical
Unlocking Social Security: What You Don’t Know Could Cost You Read More »
Amid an onslaught of anxieties over tariffs, the economy, and geopolitical challenges in the Middle East, investors brushed aside worries and drove the S&P 500 Index and the Nasdaq Composite to record closing highs on the final two trading days of June, according to data provided by MarketWatch. Key Index Returns MTD % YTD
Cautious optimism leads to new heights Read More »
In early 2021, Marjorie Bloom, a 77-year-old retired federal attorney, fell victim to a complex tech support scam that cost her $661,000. In summary, the scammer pretended to be a “fraud investigator” from PNC Bank, where Ms. Bloom had been a long-standing customer. How could such a fraudulent activity occur? According to CNBC, the “investigator” persuaded
Don’t Be a Victim: Internet Scams That Target the Elderly Read More »
ChartTalk: The U.S. federal budget deficit is growing—and threatens to expand further with recent proposals in Congress. The infographic illustrates the sources of federal revenues and the programs to which those monies flow. What makes up America’s ballooning federal budget deficit? The gap between federal revenue and expenditures is widening, as illustrated in the graphic below.
America’s $1.8 Trillion Federal Deficit Read More »
The Social Security Administration’s “death master file” has been in the news. It serves as a reminder that you can help clients who lose a spouse—by knowing how to claim Social Security benefits in the event of a death. The Social Security Administration’s death master file has been in the news lately, first in
Claiming Social Security: In Case of Death Read More »
Born in 1930, Warren Buffett’s foray into the stock market began at the age of 11 when he purchased three shares of Cities Service for $38 each, according to CNBC. The stock briefly dipped, then rebounded to $40. He sold and booked a small profit. After the sale, young Warren stood on the sidelines as
Lessons From a Legendary Investor Read More »
Aggressive tariff policies triggered significant market volatility amid a sharp early April selloff, which was followed by a sharp rebound when the most severe tariffs were delayed. More recently, the market’s relatively muted reaction to tariff headlines suggests that investors are anticipating a reduction in trade tensions. At the very least, they do not foresee
Stocks rebound amid tariff threats Read More »