Benchmarking your Portfolio

Portfolio Benchmarking – Many people ask me about which market index we follow; either as a benchmark or overall health of the market. My typical response has been the S&P 500 Index even though it is heavy weighted towards the top 8 stocks. To prove my...

Investing In Uncertain Economic Times

It doesn’t matter whether you are in retirement, near retirement or have several years to go.  If you have been saving and investing over a long period of time you will be looking at your statements frequently; monthly, quarterly or annually.  When we had so many...

2023 Market Outlook – by Atlas

This Market Outlook is our opinion only for what to look for in 2023.  We use factors that are still on-going (i.e. Inflation, Current State of the Economy, Geo-Political news, etc.) economic facts and pending factors and events that may impact 2023 and market...

Retirement Plan Contribution Changes for 2023

Social Security – getting an 8.7% increase – Average monthly retiree benefit of $1,656 will increase $144.10 401(k) Under 50 years of age – $22,500 Over 50 years of age – additional $7,500 catch-up SIMPLE IRA Under 50 years of age – $15,500 Over 50...