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Thin(k) About Your 401(k) Plan - Great News! I Can Save More in 2023 - 401(k) Plan Contribution Limits

  The IRS recently announced a significant increase in the maximum amount an individual can save using a 401(k) retirement account.  In 2023, individuals will be able to save $22,500 up from $20,500 in 2022.  Those over age 50…
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Third Quarter Commentary

    If you have a long history with New Orleans, you may remember Pontchartrain Beach.  It was a popular amusement park founded and run by the Batt family from 1928 until it closed in 1983. It had rides (including an infamous…
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November 2022: I Series Bond Update

Many of you have used excess cash to purchase the US Treasury’s I Series Bonds. If you are unaware of I Series bonds and you’d like to know more, you can check out our blog "What's in your Piggy Bank" from a few months ago. The 6-month…
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Lemonade: Who Benefits from Tax Loss Harvesting?

As the saying goes, “When life gives you lemons, make lemonade”. While the market has felt like a sour lemon lately, some are leaning into a concept of tax harvesting to make lemonade. I recently heard someone saying that the very…
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Direct Indexing: Bringing Together Money and Meaning

We are excited to announce that we are now offering Direct Indexing for our clients with over $250,000 in assets. A direct indexing strategy is a customizable portfolio that holds individual stocks but mimics the general characteristics…
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Second Quarter Market Commentary

Neither the stock market, nor the bond market, were ambiguous this quarter. The MSCI ACWI net Index, a diversified world stock index retreated -15.66% while the Bloomberg Global Aggregate index, a diversified world bond index, was down –8.26%…