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Understanding Taxes on Social Security Income
Understanding your tax responsibilities helps you manage your retirement income more effectively. Social Security is an important component of many retirees’ income, and most recipients will pay at least some tax on those benefits. How the IRS Taxes Social Security Benefits The Internal Revenue Service (IRS) determines your tax responsibilities using your combined income. This […]
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Market Update – January 2026
Stocks Trade Higher as Market Leadership Broadens Monthly Market Summary The S&P 500 Index gained +1.5% in January, setting a new high as it traded above 7,000 for the first time. Large Cap Growth declined -1.5% as tech stocks traded lower, while Large Cap Value rose +4.6%. The Russell 2000 returned +5.4% and set new […]
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8 Things to Know About an IRA
There are several types of Individual Retirement Accounts (IRAs), the most common being the traditional IRA and the Roth IRA. Each has its own rules for contributions, withdrawals, and taxes. Understand these differences to choose the plan that’s right for you. 1. You Can Have Multiple IRAs, but Maximum Contributions Are Cumulative The Internal Revenue […]
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Marvell Technology
Data centers and semiconductors are market-driving narratives right now because they are the backbone of AI computing. Marvell Technology is a “picks and shovels” play, meaning it provides the tools that support AI development. And though the AI boom may be recent, Marvell Technology has been in the game for over 30 years. It has […]
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2026 IRA and Retirement Plan Contribution Limits
Whether retirement is a long way off or right around the corner, planning for it is never set-it-and-forget-it. The Internal Revenue Service (IRS) often increases Individual Retirement Account (IRA) and 401(k) contribution limits to account for inflation. And you need to know that because if you don’t increase your own contributions, inflation may leave you […]
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Market Update – Q4 2025
Key Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases. The lack of timely information made it difficult to assess the economy’s strength and contributed to periods of volatility as the market reacted to […]
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2026 Market Themes
2026 Themes Bull market is long is “Long in the Tooth”, but environment remains positive. Midterm elections bring politics back into the forefront. AI infrastructure is old news, what is the next iteration? Speaking of the next iteration… Natural gas is trouncing oil and no one has noticed. After years of underperformance, international investments are […]
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Market Update – November 2025
Markets Digest the Path of Interest Rates & the Next Phase of the AI Cycle Monthly Market Summary The S&P 500 Index returned +0.2% in November, its seventh consecutive monthly gain. Large Cap Growth declined -1.8% as AI-related names came under pressure, while Large Cap Value rose +2.7%. The Russell 2000 and the Dow Jones […]
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Market Update – October 2025
Stocks Hit New Highs as Market Navigates Shutdown, Fed Policy, & AI Spending Monthly Market Summary The S&P 500 Index rose +2.3% in October, bringing its year-to-date return to +17.5%. Large Cap Growth stocks gained +3.6% and outperformed the index, while Large Cap Value returned +0.4%. Major stock indices set new highs, with the S&P […]
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Market Update – Q3 2025
Key Updates on the Economy & Markets Markets carried their strong momentum from Q2 into Q3, with the S&P 500, Nasdaq, and small-cap stocks each hitting new highs. Investor sentiment remained optimistic despite soft labor market data and mixed economic signals, and stocks traded higher due to strong corporate earnings, the Federal Reserve’s pivot toward […]
