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. As I wrote, I mapped out the things that I thought […]
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 and bond prices higher. This period supported the idea that bonds act as a […]
https://thirtynorth.com/wp-content/uploads/2023/01/signs.png6281200Sarah Bomhoff, CFA, CIPMhttps://thirtynorth.com/wp-content/uploads/2017/04/LOGO-ThirtyNorth-Rev2017-1.pngSarah Bomhoff, CFA, CIPM2023-01-19 11:34:082023-01-27 10:36:15Thoughts in Charts: How the Outlook for Bonds Differs in 2023
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 provisions that take effect at differing times. Here are some of the key provisions: Those that impact […]
https://thirtynorth.com/wp-content/uploads/2023/01/Picture1.jpg491550Fritz Gomilahttps://thirtynorth.com/wp-content/uploads/2017/04/LOGO-ThirtyNorth-Rev2017-1.pngFritz Gomila2023-01-09 15:15:572023-01-09 15:34:24Thin(k) About Your 401(k) Plan Congress Passes Secure 2.0 Act of 2022!
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 will be able to save an additional $7,500 up from $6,500. Normal increases have been $1,000 […]
https://thirtynorth.com/wp-content/uploads/2022/10/blog-art-102622.jpg304332Fritz Gomilahttps://thirtynorth.com/wp-content/uploads/2017/04/LOGO-ThirtyNorth-Rev2017-1.pngFritz Gomila2022-10-26 13:21:132022-10-26 13:29:47Thin(k) About Your 401(k) Plan - Great News! I Can Save More in 2023 - 401(k) Plan Contribution Limits
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 wooden roller coaster called the Zephyr), a beach with swimming in the lake, […]
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 interest rates on these bonds will update the […]
https://thirtynorth.com/wp-content/uploads/2022/10/My-project-1-4.png17002550Sarah Bomhoff, CFA, CIPMhttps://thirtynorth.com/wp-content/uploads/2017/04/LOGO-ThirtyNorth-Rev2017-1.pngSarah Bomhoff, CFA, CIPM2022-10-15 14:30:262022-10-20 08:33:48November 2022: I Series Bond Update
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. As I wrote, I mapped out the things that I thought […]
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 and bond prices higher. This period supported the idea that bonds act as a […]
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 provisions that take effect at differing times. Here are some of the key provisions: Those that impact […]
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 will be able to save an additional $7,500 up from $6,500. Normal increases have been $1,000 […]
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 wooden roller coaster called the Zephyr), a beach with swimming in the lake, […]
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 interest rates on these bonds will update the […]