Quarterly Economic Newsletter Snapshot: International stocks led the way in 2025 as markets recovered from the April tariff shock. U.S. economy continued to grow, boosted by large scale investment in AI. Tax refunds may provide relief to the consumer. The S&P 500 moved higher by 2.7% in the fourth quarter to finish 2025 with a 17.9% total return. International stocks led all broad stock categories with the MSCI EAFE index posting a 31.2% return. The Bloomberg US Aggregate Bon

Managing a retirement plan requires staying ahead of critical deadlines to ensure compliance with IRS and Department of Labor (DOL) regulations. As a plan sponsor, missing key filing or disclosure deadlines could result in penalties, additional taxes, or complications for your organization and plan participants. To help keep you on track, we’ve outlined essential deadlines for the 2026 calendar year, covering compliance testing, participant disclosures, tax filings, and contr

Retirement plan contribution limits are adjusted each year. For 2025, here is how much you can save.

Quarterly Economic Newsletter Snapshot: Equity markets have reached new all time highs off of better than expected earnings. Tariff impact has been muted so far but inflation is likely to remain elevated. A.I. tech spending has added a big boost to the U.S. economy. Written by: Jon Marshall, MBA | Chief Investment Officer Blaine Disrud, CFA  | Portfolio Manager James Marshall  | Chairman/Founder Markets steadily climbed higher in the Third Quarter of 2025. Nearly all major a

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Newsletter Snapshot: EquityMarketsrebounded to new highsfrom the April lows. Tariffshit faster than expected - marketsdigest policy...

Woodstock of Capitalism is our Recap of the Berkshire Hathaway Annual Shareholders Meeting. Learn about our key takaways and our favorite moments.

Newsletter Snapshot: A volatile first quarter saw U.S. stocks retreat while international stocks produced positive returns Tariffs hit...

Have you ever tried to stick to a budget, but somehow, it just didn’t quite work out? Don’t worry, you’re not alone! According to...

If you sit on your company’s retirement plan committee, you play a critical role in helping employees save for the future. But with that...

Newsletter Snapshot: Overall economic growth remained strong in 2024 while the Federal Reserve cut interest rates by 1% based on lower...

Turbulent times lead to unpredictable markets. Despite this uncertainty, experts believe that staying calm and staying the course is wise.

Debt can feel overwhelming, but you're not alone. Managed responsibly, it can be a tool for financial growth.