2023 Third Quarter Review and Outlook The S&P 500 finished the third quarter down –3.27% but is still up 13.07% for the year. The stock price decline was partly driven by investors’ changing expectations of future interest rates. The Consumer Price Index (CPI)...
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...
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...
Lorie S. Shah Joins Virtue Asset Management as Director of Client Relationships Lorie Shah brings her expertise with institutional and retail investing to Virtue Asset Management as Director of Client Relationships. She has over ten years of experience in financial...
Ribbon cutting ceremony signals the end of Field of Dreams construction “What a special ribbon-cutting ceremony this week, as community members came together to celebrate the end of Build 220 construction at the Fields of Dreams, the varsity baseball field, and the...
