Insightful Ideas

The market is up 20% from its October 2022 low; however it remains roughly 8% off the high set on January 2, 2022. Let's take a look at past market recoveries.

If you are a participant in a 401K plan, it likely you are invested in a Target Date Fund or have the option to do so. But do you know what a Target Date fund is? Let’s dig in!

Check out this video to watch our Second Quarter 2023 market commentary.

Check out this video to watch our first quarter 2023 market commentary.

Check out our "Questions for the year ahead" video