Financial Market Update Week of 1/15 Presented by Marc Aarons Hope all is well with you. Major U.S. equity indexes traded higher last week as investors interpreted wholesale and consumer pricing inflation data for December. Overall, for the week ending 01/12/24, the S&P 500 rose by 1.84%, the Nasdaq 100 increased by 3.23%, and the […]

2023 Market Review & 2024 Outlook Presented by Marc Aarons   Hope you are enjoying 2024 thus far. 2023 was an eventful year in the U.S. financial markets, to say the least. Given this, I imagine you may have some questions about what’s to come in 2024, so I thought I would reach out with […]

Revisiting Retirement Plans in 2024 Presented by Marc Aarons   I hope you’re doing well as we begin the new year. I wanted to check in on how you’re doing and quickly highlight the importance of keeping your retirement plan current.   The start of the year is a great opportunity to look back on […]

Workplace Ergonomics for a Healthy Year Presented by Marc Aarons I hope you are doing well. In today’s corporate world, it’s fair to say that we often end up spending more time sitting at our desks than we arguably should. And this can actually lead to declines in employee health – and increases in paid […]

What to Know…New 529 to Roth Transfer in 2024 Presented by Marc Aarons   I hope this email finds you well. You may have seen news reports about a change in the financial planning landscape set to impact parents, grandparents, and other family members who want to utilize 529 plans for college savings.   The […]

End of 2023 Financial Checklist Presented by Marc Aarons   I hope you and yours are doing well! As the end of the year closes in, now is a great time to take inventory of your finances and make a list of steps you need to take to end the year on a strong financial […]

Winter Travel Tips Presented by Marc Aarons   I hope you are doing well and enjoying the winter season. If you’re planning to head out on any winter travels to visit friends or family, I wanted to share some tips to aid in making your travels more affordable and enjoyable. Book Early: Booking your travel […]

Roth IRA Conversion Deadline -December 31 Presented by Marc Aarons   I’m reaching out with a timely reminder that the deadline for converting retirement funds to a Roth IRA is coming up on December 31st. There are a variety of reasons why utilizing this conversion before the end of the year could be beneficial to […]

Year-End Considerations for High Net-Worth Individuals Presented by Marc Aarons   I am reaching out as we near the end of the year to share some important considerations for high-net-worth individuals. While not all-inclusive, this list will provide a starting point to help you consider your situation and needs. As always, if one or more […]

Rising Interest Rates, Savings, and Debt Presented by Marc Aarons I’m reaching out today given the stark financial situation many Americans find themselves in, as they grapple with the Federal Reserve’s historic rate hike campaign and the compounding effects of just-recently cooling inflation.   If you are among those facing record-high credit card debt and […]