Yesterday, March 11th, 2020 the Dow Jones Industrial Average closed down more than 1,400 points, marking the end of a historic 11-year bull market for the index. The Dow closed…
Read More
By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, Pensionmark As of December 2019, Health Savings Accounts (aka HSA) turned sweet 16! Given the fact they have only been around for 15…
Key Takeaways: On February 24, 2020 the S&P 500 closed the day down -3.4% - its largest single-day loss since February 2018. Coronavirus outbreaks reported in Italy, South Korea, Japan,...
Read More
What if you're saving as much as you can, but still feel that your target retirement savings goal is out of reach? As with many of life's toughest challenges, it...
Read More
Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: 73% of individuals have money...
Read More
Super Bowl LIV, the 54th Super Bowl, will decide the National Football League champion for this current season. The game is scheduled to be played on February 2, 2020, at…
By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, Pensionmark It’s been reported that the majority of people by mid-February, about 80% according to U.S. News & World Report, will give up…
According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with savings: 27% didn’t start…
Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets...
Read More
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of…