Marta W. Jurewicz, Senior Advisor Associate

January 17, 2022

Through carefully and individually curated plans tailored to our clients’ unique needs, we have an exciting opportunity to enrich our clients with financial freedom and knowledge, and share in the joy from the fulfillment of their milestone aspirations.

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The S&P 500 reached a 2023 high at the end of July before selling off 7.5% through August and September to finish the quarter down 3.3%. Year-to-date the index remains up a solid 13%. Smaller-cap stocks (Russell 2000) also had momentum early in the quarter but changed course and ended the quarter down 5.1%, though...

2023 Q2 Market Recap

Global equities continued to rally in the second quarter, led by surging U.S. mega-cap technology and growth stocks, particularly companies related to Artificial Intelligence (AI). The S&P 500 index gained 6.6% in June and 8.7% in the second quarter, driving its year-to-date return to 16.9% overall. The technology-heavy Nasdaq Composite has driven the majority of...

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2022 Q4 Market Recap

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Update: Secure Act 2.0

On December 29th, 2022, President Biden signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. The goal of Secure 2.0 is to build upon the 2019 Secure Act and expand retirement plan access to more workers. Highlighted below are the main provisions of Secure 2.0, many of which go into...