by Thomas Dettre | Jun 30, 2022 | Monthly Tips
Tech Sector Turmoil and the Bear Market For the past several years, tech stock gains drove the market to new heights, but when their share values began to plunge, they dragged the broader stock indexes down with them. During the intensely volatile first 100 trading...
by Thomas Dettre | May 5, 2022 | Monthly Tips
Hello all, I hope everyone is enjoying spring, which has has been off to a slow start here in New England! Federal student loans have been in the news quite a lot since the start of the pandemic, with multiple extensions for federal student loan payment, interest, and...
by Thomas Dettre | Mar 4, 2022 | Monthly Tips
Colliding Forces: Russia, Oil, Inflation, and Market Volatility Any disruption of Russian oil exports would have a significant effect on global supplies and drive prices higher. The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the...
by Thomas Dettre | Feb 2, 2022 | Monthly Tips
Retirement Plan Limits on the Rise in 2022 Retirement savers have some reasons to celebrate in 2022. Many IRA and retirement plan limits are indexed for inflation each year. Although the amount you can contribute to IRAs remains the same in 2022, other key numbers...
by Thomas Dettre | Nov 19, 2021 | Monthly Tips
Greetings to all, I hope everyone has been enjoying autumn, as we transition into the holiday season. This is the time of year when many employers roll out open enrollment, a window of time when employers introduce changes to their benefit offerings for the upcoming...
by Thomas Dettre | Aug 13, 2021 | Monthly Tips
Greetings to all, I hope everyone is enjoying summer. It is hard to believe it is mid-August already! It’s not just the weather that has been warm lately – inflation has also been heating up. Rising inflation has been in the news a lot lately, and almost anyone...
by Thomas Dettre | Jun 3, 2021 | Monthly Tips
Understanding spending is important to understanding your overall financial situation, and to effective financial planning. I sometimes say to people that I can crunch numbers all day long, but it won’t be meaningful unless it’s grounded in how you live. When people...
by Thomas Dettre | Apr 12, 2021 | Monthly Tips
Greetings to all, and happy spring! I hope everyone is enjoying the longer and warmer days. Many of you are likely aware of the recent passage of the $1.9 trillion American Rescue Plan Act, which provides relief funding to individuals and businesses, as well as to a...
by Thomas Dettre | Feb 17, 2021 | Monthly Tips
Social Security is an important, and even vital component of retirement income and retirement planning. However, there are many aspects of Social Security that are often not well understood, and even misunderstood. This month’s edition of Tom’s Tips focuses on myths...
by Thomas Dettre | Jan 5, 2021 | Monthly Tips
The start of a year is a good time to review how we manage different aspects of our finances. Saving and investing to meet major financial goals such as retirement are important elements of financial planning. This month’s edition of Tom’s Tips outlines six keys to...
