Time Flies! Milestone Ages to Pay Attention To
Preparing for the future involves more than simply understanding the destination, it also requires acknowledging the important milestones along the way. These important ages can help you prepare and optimize your financial life for years to come. As your trusted partner, we can help guide through these changes and help ensure you're making well informed decisions.
Marquette - 1Q2024 Market Update
The first quarter of 2024 is in the books! Here are a few things we’re watching in the markets. The S&P 500 had its best first quarter since 2019, increasing by 10.16%. While the Nasdaq 100 rose by 8.49%, and the Dow Jones Industrial Average saw a rise of 5.62%. Strength came from Artificial Intelligence themed companies, yet we saw the market rally broadening into other sectors during the quarter.
Marquette Financial Planning Insights - Secure Act 2.0
On December 29, 2022, President Biden signed the SECURE 2.0 Act of 2022 ("SECURE 2.0") as part of the Consolidated Appropriations Act of 2023. The law includes a provision that increases that starting age for RMDs to 73, eventually allowing some IRA owners to begin RMDs as late as age 75! However, those who have already started RMDs must continue.
Marquette - 4Q2023 Market Update
Happy Spring! We normally wouldn’t utter those words in February, but we Midwesterners are having an unseasonably warm “winter” this year. We hope your 2024 is off to a good start.
The Financial Checklist for Young Adults: Things I Wish I Knew AND Understood in my 20s!
As a young adult, you know it’s important to make smart financial choices and habits. Yet how can you make smart financial habits if you don’t know what you don’t know?