Investment Management News & Resources
Objective information about retirement, financial planning and investments
Blog
How 4 Generations Think Differently About Retirement
November 7, 2022
The COVID-19 pandemic upended Americans’ lives. In many cases, the pause on society affected retirement finances and plans. An October…
IRS to Make Largest Increase Ever to 401(k) Contribution Limit
October 26, 2022
Americans can save thousands more dollars in tax-advantaged retirement plans in 2023. Millions of Americans can save more in retirement…
Andy Friedmand Says SECURE 2.0 Should Pass After Midterms
October 14, 2022
Very few bills are likely to move in the lame duck session that historically grips Congress after mid-terms, but Washington…
Enjoy The Journey
Texas vs Texas Tech
September 24, 2022
Texas Tech fans flooded the field celebrating the second straight home game after Trey Wolff drilled a 20-yard field goal…
Trends & Friends From KLBK Makes A Visit
August 3, 2022
We’ve got a fabulous headstart for the Mary Condra school supply drive. We have just a few days left to…
Innovative Charter School Supply Drive
July 22, 2022
The Betty M. Condra School for Education Innovation broke ground this week on Tuesday. The plans are to improve around…
Market Updates
Market Update
November 28, 2022
US Investors Love the USInvestors have put more than $86B into US equity mutual funds and ETFs this year, and…
Market Update
November 14, 2022
StocksThe market climbed 5.5% on Friday (maybe partly on a short squeeze). A basket of the most shorted stocks surged…
Market Update
October 31, 2022
StocksA belief in peak hawkishness + prevailing pessimism of money managers (making them underweight) could keep this rally going. Fear…