News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
How is the Financial Health of the US Household
We thought we would highlight the importance of consumers and the correlation to the economy and the markets. One of the basics in understanding the markets is that the consumer “drives” the economy. In fact, the consumer is the largest percent of GDP.
2020 Economic Outlook: Four Important Considerations
2019 was a year of positive economic growth in the US that translated into substantial market gain in the Dow, Nasdaq and the S&P 500. What about 2020?
In the News
Check out these articles submitted by Peter Shelp and Adam Shelp that have been featured in local publications such as The Business Journal