by admin | Jan 6, 2023 | Archives, Changing Times, ESG Investing
Despite progress made, we are still a long way away from achieving equality in society and the workplace. Thanks to investor demand, increased data and transparency driving investment strategies and more robust impact reporting capabilities, investors now have more...
by admin | Oct 27, 2022 | Archives, Retirement
The IRS just announced increases to retirement plan contributions for 2023. We will see some large increases, much due to the high level of inflation. Below are the increases per the IRS for 2023: The IRS allows a “catch up” contribution of an additional $1,000 to...
by admin | Oct 17, 2022 | Archives, Changing Times
The Social Security Administration just announced the 2023 COLA (Cost of Living Adjustment) increase of 8.7% which is the highest in over 40 years. The average retiree will see a $134 per month increase ($1,547 to $1,681 per month) which will help with the rising...
by admin | Sep 26, 2022 | Archives, Changing Times, View on Market
The Federal Reserve raised the Fed Rate by 0.75% on Wednesday (the 21st) and was the fifth time this year along. This has impacted mortgage rates, credit card debt, but has also had a large impact on both the stock and bond market. On Tuesday, the 13th of September,...
by admin | Aug 29, 2022 | Archives
By Lindsey Simek When we think of ESG and implement ESG into our portfolios, there always seems to be a common theme. Most people, when thinking of ESG investing, just consider the environmental element. We need to remember that ESG investing consists of three...
