Financial Market Update – Week of 03/24 Presented by Marc Aarons   Hope you are doing well. Last week brought a much-anticipated Federal Reserve (Fed) meeting and monthly retail sales data, meaning there is a lot to discuss as we head into a new week. Read on for a bite-sized summary of what you should […]

Financial Market Update – Week of 3/17/2025 Presented by Marc Aarons Last week brought heavy news flow out of Washington (shutdown averted!), while monthly inflation data showed some cooling. Amid all of the headlines, now is a good time to share an overview of what happened and what’s ahead. Read on for a bite-sized summary […]

2025 Update: RMDs and Inherited Retirement Accounts Presented by Marc Aarons I hope you’re doing well. I’m reaching out to make sure you’re aware of an important update on inherited IRAs, particularly for non-spouse beneficiaries navigating the latest IRS regulations. What’s changed? Under the SECURE Act of 2019, most non-spouse beneficiaries must withdraw the full […]

Emplopyers Should Know about 401 (K) Vesting Schedules Presented by Marc Aarons   I hope this finds you well today. I’m reaching out today to touch on the importance of vesting schedules when designing a 401(k) plan for your business and employees. With 88% of workers saying a 401(k) plan is a must-have benefit when looking […]

Contribute to IRAS & HSAs Before Tax Day Presented by  Marc Aarons I hope you’re doing well. With Tax Day on the horizon, I wanted to share a quick reminder to ensure you’re making the most of your tax-advantaged savings options for 2024. Here are two key contributions to consider: Maximize Your IRA Contributions You […]

Financial Market Update – Week of 12/16 Presented by Marc Aarons Major U.S. equity indexes traded in a mixed fashion last week as investors interpreted fresh November consumer and wholesale pricing inflation data. Strength was featured in tech last week, with Broadcom making headlines on a deal struck with Apple to make chips designed for […]

Fall Mortgage Rate Analysis Presented by Marc Aarons The end of summer brought an eventful several months in the mortgage markets. Just as the fall season approached, the Federal Reserve (Fed) reduced interest rates and mortgage rates fell. Lower rates are here, so let’s explore!  Rate Cut!  A rate cut from the Fed is what […]

Presented By Marc Aarons Holidays & S&P 500 positive days Hope all is well with you. Pending elections, “higher” interest rates, and labor market questions, there was a bit of uncertainty heading into November.   But that uncertainty was short-lived. The presidential election was settled and the November Fed meeting was in the books by early […]

Financial Market Update – Week of 11/25 Presented by Marc Aarons @ Money Managers Inc. I hope your holiday week is off to a great start! Last week was positive for major U.S. stock indexes, a stark contrast to the previous week. What were investors thinking last week, and what might this holiday week bring […]

Financial Market Update – Week of 11/18/2024 Presented by Marc Aarons Major U.S. stock indexes digested monthly inflation data last week, and market participants reacted to comments made by Fed Chair Powell. There was plenty of market-moving action last week, so let’s get to it with a quick update!   Tallying last week, the S&P […]