Recent Blog Posts

AI Spending Concerns Temper Market Gains as Oil Retreat Eases Inflation Fears

US equities finished mixed as weakness in semiconductor stocks offset broader market strength and a sharp decline in oil prices. 

Markets Pause as Earnings Optimism Offsets Tech and Geopolitical Jitters

Stocks finished a volatile week on a mixed note as falling oil prices and strong corporate earnings helped stabilize sentiment after recent market turmoil. 

When Oil Prices Rise: What It Could Mean for Your Money

How geopolitical events can influence inflation, interest rates, and investment markets.

Oil Shock and AI Spending Fears Pressure Risk Assets

Markets sold off as two separate worries hit risk appetite at the same time: escalating US-Iran tensions pushed Brent crude above $100, while investors questioned whether huge AI capital spending will translate into enough near-term profit growth. 

Tracking Annual Limits and Catch-Up Contributions: Helping Employees Maximize Tax-Advantaged Saving

Every year, the IRS adjusts the contribution limits for 401(k) plans, IRAs, and other tax-advantaged accounts to keep pace with inflation.

Checking Contribution Timing: Are Employee Deferrals Being Deposited Promptly?

When employees choose to defer part of their pay into your 401(k) plan, they’re trusting that those dollars move from payroll into the plan quickly and consistently. 

Lets Talk >