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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


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, 2025


Fed Note: December 18, 2024
At the December meeting, the U.S. Federal Reserve Open Market Committee voted to cut the Fed funds rate by another -0.25% to a new range...

Investment Committee
Dec 18, 2024


Fed Note: November 7, 2024
In a busy election week, one could almost be excused for forgetting about the Fed. At the November meeting, the U.S. Federal Reserve Open...

Investment Committee
Nov 7, 2024


Election Note: November 6, 2024
After a long campaign season, with key policy points discussed ad nauseum, the following serves as a status update of several more...

Investment Committee
Nov 6, 2024


Election Commentary: 5 Things to know about the election and your money
During election seasons it is easy to become short-sighted. Anxiety, fatigue and overwhelm all seem to be common emotions

Jeran Van Alfen, CFP®
Nov 3, 2024
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