Highlights Mega-cap stocks carried the major benchmarks during the month. Smaller stocks have lagged in recent months. While the Fed was...
READ MORE2023 retirement plan eligibility and contribution limits
by Dan Frost | Apr 28, 2023 | Financial Planning, P&A Articles
As the month of April concludes, tax season is behind us for another year, which means it’s a good time to plan for tax year 2023. One of the...
READ MOREMarch 2023 Market Recap
by Dan Frost | Apr 3, 2023 | Market Commentary, P&A Articles
Highlights Markets were on edge during the month of March following high profile bank failures in the United States and Europe. Despite those...
READ MOREFebruary 2023 Market Recap
by Dan Frost | Mar 7, 2023 | Market Commentary, P&A Articles
Highlights The S&P 500 gave back some of the gains from January while the NASDAQ and Russell 2000 were flat for the month. Rates ticked...
READ MOREJanuary 2023 Market Recap
by Dan Frost | Feb 8, 2023 | Market Commentary, P&A Articles
Highlights The S&P 500 rose by 6.28% in the month of January, while non-US stocks, represented by the MSCI EAFE index, rose by 8.1%. Bonds...
READ MORE