The Internal Revenue Service has recently updated the tax brackets, standard deductions, and limits on retirement contributions for the 2024 tax year. It’s recommended to consider these changes early, even though…
Written by: Trek Investment Committee The current economic and market conditions are marked by a mix of optimism and caution, driven by strong labor markets and economic stability, along with inflation…
The 3-minute quarterly updated and insights for quarter 3 of 2023. After surging in the first half of 2023, markets lost ground in Q3 as investors snapped out of their optimism…
Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we…
Written by: Trek Investment Committee The market and the economy can be somewhat delicate, often feeling like a tightrope walk. There’s a sense of uncertainty about which way things might sway,…
Written by: Trek Investment Committee From looming government shutdowns to resilient economic indicators, we explore the volatile terrain investors should watch as we approach year-end. As we continue to navigate 2023,…
A guide for parents and legal guardians. The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about…
The 3-minute quarterly updated and insights for quarter 2 of 2023. After a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn…
Written by: Trek Investment Committee Recessions. Are we going to see one? Inflation and interest rates have been the long running story for quite a while now, showing historically…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Despite being short, last week was full of market activity. Fed Chair Powell reiterated that more rate hikes were coming owing…