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
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Secure 2.0 Act: What Plan Sponsors Need to Know in 2024
An array of new provisions under the SECURE 2.0 Act are on tap this year that are expected to profoundly impact plan design and how participants will save for the future. Read on to learn how to implement this next phase of the law successfully.
Don’t Procrastinate – Establish Your Will
Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.
Planning Strategies for Remaining 529 Balances
If you saved more for college than you needed, here’s how make the most of the leftover funds.
