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Archive for September 2023

Data Driven Markets and Changing Market Forecasts

Monthly Economic News

INVESTMENT COMMITTEE COMMENTARY September 2023 Market volatility continued in September as rising bond yields pressured stock valuations, while some inflation indicators pointed to a bounce back in inflation and the Federal Reserve (Fed) reiterated a “higher for longer” interest rate outlook. All asset classes declined for the month. Solid economic data and a pause in…

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Choosing a Retirement Plan when you own a Small Business

Advisor Perspective

This article is a continuation of our previous article “Choosing a Retirement Plan when you are Self-Employed,” expanding our discussion on retirement plans to cover companies which have employees. Labor markets are tight and as a small business owner you often have to compete with larger organizations for talent. Pay is only a part of…

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