Financial Market Update – Week of 11/11 Presented by Marc Aarons   Last week was rewarding for long-term investors, with election results and a Fed meeting providing the catalysts to boost several major stock indexes to all-time highs. With so much happening, it is the perfect time for a quick update!  Summarizing last week’s trading, […]

Monthly check-in: Mixed data into November election Presented by Marc Aarons  I’m reaching out today with a timely overview of October market and economic developments.   After all, there was no shortage of market activity in October, with corporate earnings, a looming presidential election, and heavily scrutinized labor market data in the spotlight. Monthly payroll data […]

Financial Market Update – Week of 10/14 All eyes were focused on Consumer Price Index (CPI) data released last Thursday, as traders wanted to see the next chapter of the inflation narrative. The second trading week of (the usually volatile) October is in the books, and it was a good one for major stock indexes. […]

OCTOBER FINANCIAL MARKET UPDATE I hope this email finds you well! Long-term investors with diversified portfolios had a solid month in September, as the S&P 500 rose for three consecutive weeks. As a bonus, the recent stock index rally was further fueled by a Federal Reserve (Fed) that delivered on a 50-basis-point rate cut. With […]

I hope this finds you well today. If you or someone in your network is a parent of one of the over 18 million students headed off to begin or continue their undergraduate studies this fall, I want to highlight an important aspect that often arises during this time of year: financial considerations for college […]

Proactive Tax Strategies – Business Presented by Marc Aarons    We made it through another tax season, but that doesn’t mean our work is done! In fact, now is the perfect time for businesses to consider the practices that increase tax efficiency and augment readiness for any scrutiny, such as audits.    Here are some […]

Education Tax Deductions and Credits Presented by Marc Aarons With many students heading off to college this month, I wanted to take this opportunity to share an overview of key education tax credits and deductions. Feel free to share this email with anyone you think may benefit from this information, and do not hesitate to […]

Monday Market Events Overview August 5th 2024 Presented by Marc Aarons I hope all is well with you. As you may know, the S&P 500 had its worst day in almost two years on Monday, August 5, as stocks fell in response to weak international and U.S. economic data.  I imagine you may have questions […]

Recommended Savings By Age Presented by Marc Aarons If you’ve ever played around with online retirement calculators, saving for retirement can be a serious exercise in sticker shock. The good news is a thoughtful financial plan can place you on the right trajectory, eliminate unnecessary worry, and free you to live while your money works […]

Recession Advice for Small Businesses Presented by Marc Aarons   I wanted to reach out today to see how you’re feeling, given the wave of news about a potential recession and its impact on small businesses like yours.  If you find yourself increasingly concerned, you’re not alone — 93% of small business owners are. The […]