Vanguard provides data regarding the recessions, market volatility and more, in the attached slide deck.

You can find this week's Market Watch here.

Russell Investments shares information on the taxation of various types of investments, and the seven principals of their active tax-management approach, here.

Finding tax rates and deferral limits for qualified plans in 2025 is at your fingertips; this information and more can be found here, in Jackson's Tax Facts: 2025 Tax Year document.

The attached Medicare fact sheet includes a brief overview of Medigap plans and Medicare premium calculations for part B+D.

In an effort to help our clients protect themselves from various types of scams, we are sharing this Scam definitions and prevention client guide. The nine-page document covers some red flags that are often seen in romance, technology, real estate, investment, and other common types of scams, as well as how to guard yourself from becoming a victim. 

This week's Market Watch can be found here.

It is common to welcome the new year with fresh perspective and new goals. From consolidating retirement accounts to creating a "fun fund" to spend on unexpected adventures, we are sharing ten Financial Resolutions to consider in 2025.

In this edition of Market Watch, Don and Ken discuss what may sway the markets bullish or bearish in 2025.

The Fed meets on Wednesday, 12/18/24. Read about the odds of a cut, as well as current economic data, in this week's Market Watch.