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In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at what the latest CBO estimates about economic capacity mean for the business cycle.

Mind the Output Gap Has the economy reached its growth limit? Read more in our Weekly Market Commentary.

Social pressure to spend is real. Enter “loud budgeting.” The new trend may help you say no to financial peer pressure. Whether you’re trying “loud budgeting” or just want to get off on the right financial foot this year, we can help.

What Is Loud Budgeting and How Can It Help Me? See how loud budgeting works—and could work for you.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at wages and employment numbers and what it means for the timing of potential rate cuts.

Hot Wage Growth Highlights Lingering Inflation Risks Strong wage gains may tie the Fed’s hands on rates. Read more in our Weekly Market Commentary.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte discusses where we are in the business cycle and why it may mean rate cuts are on hold.

Will the Fed Risk Overheating the Economy? The decline of the inflation rate could reverse if the Fed cuts rates too soon. Read more in our Weekly Market Commentary.

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out.

How Are Bonuses Taxed? Here's What You Need to Know The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte makes the case that now is not the time for the Fed to take a victory lap.

How the Fed’s Softer Tone Could Hurt Its Fight Against Inflation Are recent comments from the Federal Reserve undercutting its efforts to fully extinguish inflation? Read more in our Weekly Market Commentary.

A timely analysis from our chief investment officer about why the pace of wage growth may be the overlooked story of 2024.

A Reversal of Fortunes for the Markets—but Challenges Remain Why Wage Growth May Prevent the Recent Market Surge From Lasting.

A Roth IRA can be a great retirement savings tool thanks to its tax benefits. But there are rules you need to be aware of. If you’d like a second look at your plan, please reach out.

Roth IRA Contribution Limits 2024 There are limits to how much you can contribute to your Roth IRA each year.

The markets pulled back last week as investors focused on employment readings. In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the data and why wage growth remains a concern for the Fed.

Latest Employment Data Highlights the Fed’s Challenge The latest employment and wage data underscores why rates may need stay higher for longer. Read more in our Weekly Market Commentary.

The new year is an ideal time to get a jump on making the most of your finances so you can achieve whatever is important in your life. Reach out to get started.

Resolutions to Solutions: A Financial Checklist for the New Year Our financial checklist can help you get a jump on making the most of your money in the new year.

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.

401(k) Contribution Limits for 2024 There are limits to how much you can contribute to your 401(k) each year.