As we turn toward the second half of 2023, our team breaks down what you need to know about the financial markets through Q2.
Financial Sense: Q3 2023 Newsletter
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News
Don’t “Fake It ‘Til You Make It”
In the 2023 edition of Business Women of Northeast Indiana, Senior Financial Planner and Owner / Principal Melanie Colwell shared her advice on ways in which female professionals can overcome “Imposter Syndrome.”
Key updates to contribution limits and other tax items for 2023
With the 2022 tax season coming to a close, we always like to take this opportunity to highlight any new contribution limits for a variety of retirement and other investment accounts that may be taking effect in the new tax year.
What happened with Silicon Valley Bank?
On March 10th, Silicon Valley Bank (SVB) was placed under the control of the Federal Deposit Insurance Corporation (FDIC). Like many, you’ve probably seen the panic-inducing headlines highlighting the collapse of the 16th largest bank in the US. What actually happened? And what unique characteristics of SVB played an important role in its collapse?
Summarizing the SECURE Act 2.0
The newly passed SECURE Act 2.0 brings with it a variety of changes to provisions across the retirement landscape. We help you understand some of the most important and relevant ones.
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