Most Recent Market Reviews Articles
Q1 2024 DWA Investment Update
Q1 2024 DWA Market Slides
2024 Contribution Limits & Tax Reference
Click the link to view the 2024 Contribution Limits & Tax Reference.
Happy New Year and Happy Financial Wellness Month!
Happy New Year! January is not only a typical time for us to reflect on the previous year [...]
Q4 2023 DWA Investment Update
Click the link to view the Q4 2023 DWA Investment Update.
Q3 2023 Market Slides
Click the link to view the Q3 2023 Market Slides.
October Market Commentary: A New Era for the Economy Creates Uncertainty
The outcome of the Fed's meeting in September was to hold rates at the current level. It has been described as a "hawkish pause," and the Fed was clear in post-meeting remarks and statements that one more increase is still possible in 2023.