Financial Market Update – Week of 04/14/2025 By Marc Aarons Hope you are doing well. Last week brought volatile major U.S. stock indexes finishing higher for the week and some further improvement in consumer inflation, making this a good time to offer an overview of key developments. Read on for a bite-sized summary of what […]

Finacial Market Update – Week of 04/07/2025 by Marc Aarons Weekly Stock Index Performance   Tariffs and retaliatory tariffs sent major U.S. stock indexes reeling last week. For the week ending 04/04/25: The S&P 500 declined by 9.08%. The Nasdaq 100 traded lower by 9.77%. The Dow Jones Industrial Average shed 7.86%. Heightened Tariffs & Stocks More imposed and […]

March 2025 Financial Market Update Presented by Marc Aarons Hope you are doing well. Last month brought some warm inflation readings and continuing tariff talks, which contributed to potential economic uncertainty. That makes the start of the new month a good time to share an overview of what happened and what’s ahead. Read on for […]

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 […]