SECURE Act Updates & Retirement Rule Changes
Recent retirement plan changes continue to shape how you save, especially if you’re a high earner or approaching retirement.
Finalize Prior-Year Retirement Contributions
Timing and limits vary by account type, so it’s important to understand which windows remain open.
2026 Contribution Limits
The Internal Revenue Service has formally announced their contribution limits for 2026 indexed for inflation.
Market Commentary | January 12th, 2026
Economic indicators over the recent period delivered a mixed but informative set of signals. The ISM Manufacturing Purchasing Managers’ Index (PMI) came in slightly worse than expected at 47.9% versus 48.3% expected, marking the tenth straight month of contraction and the lowest reading of 2025.
Market Commentary | January 5th, 2026
Economic indicators over the recent period provide a nuanced view of U.S. conditions as the year closed. Crude oil inventories showed mixed results at the end of the year, with a small increase followed by a decline. However, product stockpiles — like gasoline and distillates — rose sharply, reinforcing the view that supply remains ample.