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5 Key Insights to Guide Investors in 2023

A little less than 3 years ago, I sat down and wrote “Today’s Marathon: What a Marathon Taught me about a Pandemic”. We were deep into COVID fears and far from seeing the end of what we knew would be an exceptionally difficult journey.…
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Thoughts in Charts: How the Outlook for Bonds Differs in 2023

The bear market in bonds last year was a shock to markets and raised questions around the role of fixed income securities in portfolios. This is because, until 2021, inflation had been steadily falling for 40 years, pushing interest rates lower…
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Thin(k) About Your 401(k) Plan Congress Passes Secure 2.0 Act of 2022!

  On December 23, Congress passed and soon thereafter President Biden signed into law the latest spending bill, which included the Secure 2.0 Act of 2022.  This is good news for retirement savers.  The bill includes hundreds of…
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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…