Meet Our Summer Intern: Nathan Lodes

Please write a short biography about yourself: My name is Nathan Lodes, and I’m an incoming junior at the University of Iowa planning on majoring in Finance & Accounting. I graduated from Barrington High School in 2022 and have lived in Barrington most of my life....

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2024 First Quarter Review and Outlook

It was a strong first quarter for large-cap stocks as measured by the S&P 500 Index. The S&P 500 hit over 20 record highs and finished the quarter up 10.56%. The excellent returns were powered by a growing US economy and optimism about artificial intelligence...

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2023 Review and 2024 Outlook

It was an excellent year for most equity indexes. In 2023, the S&P 500 Index returned 26.29% and finished near an all-time high. The strong returns were powered by a US economy that was able to avoid a recession. Lower inflation contributed to the strong market...

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Introduction to 529 Plans

A 529 plan is a tax-advantaged savings plan designed to help individuals and families save for education expenses. These plans are named after Section 529 of the Internal Revenue Code, which governs their tax treatment. 529 plans are typically sponsored by states or...

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2023 First Half Review and Outlook

The S&P 500 continued to rally in the second quarter, led by technology and artificial intelligence stocks, gaining 8.74% and finishing the first half of the year up 16.89%. The strong returns were driven by a reduction in inflation; allowing the Federal Reserve...

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