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Fed Note: March 19, 2025
At the March meeting, the U.S. Federal Reserve Open Market Committee voted to keep the Fed funds policy rate unchanged at the current...

Investment Committee
Mar 18


Market Note: March 4, 2025
In a continuation of last week, U.S. financial market sentiment has continued to weaken, largely due to the headline news about...

Investment Committee
Mar 4


Monday Market Review: March 3, 2025
Economic data included U.S. GDP for Q4-2024 coming in unchanged, but Q1 expectations were revised downward.

Investment Committee
Mar 2


How to Roll Over Your 401(k): A Step-by-Step Guide
When you leave a company, rolling over your 401(k) can seem like just another thing that you don’t want to worry about, but...

Jeran Van Alfen, CFP®
Feb 12


Fed Note: January 29, 2025
At the January meeting, the U.S. Federal Reserve Open Market Committee voted to keep the Fed funds rate steady at the current range of...

Investment Committee
Jan 29


2025 Updates to Retirement Plan Contributions
As we step into 2025, it's essential to stay updated on the latest changes in retirement plan and IRA contribution limits.

Jeran Van Alfen, CFP®
Jan 4
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