2022 Market Review and Looking Forward to 2023

For most of us, the holidays are a time to reflect on the year – the accomplishments and memories made, the challenges endured, and the triumphs achieved. For investors, in contrast, the holidays mean we are that much closer to leaving a difficult 2022 behind for good. During 2022, the economic environment was dominated by […]

Plan Legislative and Regulatory Update 4Q22

On December 23rd, Congress officially passed the SECURE 2.0 Act of 2022 as part of the $1.7 trillion Consolidated Appropriations Act (“CAA”) of 2023. SECURE 2.0 was comprised of three previously proposed bipartisan retirement bills, including the EARN Act and the RISE & SHINE Act. (Click the image below to download a PDF copy and […]

Market Summary 4Q22

Return of the Old Normal The year 2022 was singularly difficult for both bonds and stocks. As the graph indicates, there were a number of key events that could be called out as the catalysts for this strain on the markets. (Click the image below to download a PDF copy and for clickable links.)