There is an adage that the market doesn't like surprises, and part of the market reaction was due to the unusual approach.

This graphic compares S&P 500 sector returns in 2024, along with each sector's weight in the index.

The Markets (as of market close October 31, 2024)

Section 109 of the SECURE Act 2.0 introduces significant enhancements. 

Stocks closed mostly higher in July. Growth of the U.S. economy continued at a modest pace, despite the Fed's restrictive monetary policy.

Wall Street got off to a slow start to 2Q of 2024. Stocks lagged for much of April, rebounded in May, and were choppy in June.

Stocks rebounded from a sour April, closing higher in May.

The SECURE Act 2.0 enhances the tax credits associated with adopting new retirement plans, beginning in 2023.

As the race among tech companies to monetize AI picks up speed, it's worth considering how widespread adoption might affect workers.

Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles.

With the media focused on historical banks collapsing, you might be concerned about your own deposit accounts. Here's why you shouldn't be.

The year 2022 may best be described by one word: inflation.

Dubbed the SECURE 2.0 Act of 2022,the legislation is designed to improve the current and future state of retiree income in the United States

The ramifications of stamping down rising inflation dominated the markets in the third quarter.

A cost-benefit analysis could help determine whether it would be beneficial to pay taxes on some of your IRA assets now rather than later.

Wall Street dealt with several major issues in the first quarter of 2022. Investors had to evaluate the impact of rising inflation,...

On March 16, 2022, the Federal Open Market Committee (FOMC) of the Federal Reserve raised the benchmark federal funds rate by 0.25% to a...

On December 15, 2021, the Federal Open Market Committee (FOMC) of the Federal Reserve System made a significant shift in monetary policy.

Many IRA and retirement plan limits are indexed for inflation each year. The IRS has updated the 2022 numbers.

Stocks ended November generally lower, with only the Nasdaq able to eke out a gain.