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Monthly market insights, key trends, and financial perspectives from our Reno financial advisors and wealth management team — keeping you informed and ahead of the curve.
New IRS limits, a major Roth rule change, and smarter ways to maximize retirement savings — especially if you're 50 or older. The SECURE 2.0 Act introduced a "super" catch-up contribution for ages 60–63, and starting January 1, 2026, high earners must make catch-up contributions on a Roth basis in employer-sponsored plans.
March 2025 brought continued turbulence to markets as President Trump's tariff announcements created fresh uncertainty for investors and businesses alike. The bifurcation between AI-driven growth sectors and tariff-exposed industrials created a complex backdrop for portfolio positioning.
Fed rate cut uncertainty, the DeepSeek AI disruption, and elevated valuations in the technology sector — February 2025 set the tone for a complex year ahead. We break down what early trends mean for long-term portfolio construction.
U.S. equities surged to all-time highs following Trump's election victory, Bitcoin crossed $100,000, and household stock allocations hit record levels. We break down what November's remarkable momentum means heading into 2025.
Despite pre-election uncertainty, the S&P 500 posted its strongest year-to-date performance through October of any year this century. The Fed's first rate cut in four years provided further tailwind — and investors who stayed the course were rewarded.
Charles Schwab
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