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Wealth Planning – 529

In one of its final acts of 2022, Congress approved the SECURE Act 2.0, a bill designed to improve retirement savings. President Biden signed the bill into law on December 29, 2022. Many provisions of the SECURE Act 2.0 have been implemented, while others will start...

Bonds Matter (Again)

The 10 Year U.S. Treasury Note yield is once again above 4%. It was at that level earlier in 2023 as well, before declining in the spring as the market began to anticipate (prematurely) the end of the Fed’s tightening cycle. In absolute historical terms, 4% is still...

2023 Q2 Recap & Outlook

After 10 consecutive rate hikes and 500 basis points of total tightening, the Fed paused in June, reserving the right to resume raising rates later if necessary. This was expected considering the recent stress in the banking system immediately following Silicon Valley...

Fed Pause

For the first time in 18 months, the Federal Reserve decided to pause its aggressive rate hiking campaign and maintain the target range for the federal funds rate at 5 to 5.25%. The central bank began a restrictive monetary policy back in March 2022 and continued to...


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