JNM Financial Services East Dubuque

09/21/2024

08/23/2024

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for July and then shifts to discussion around the recent market rotation, the Federal Reserve, earnings and the outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for July and then shifts to discussion around th...

04/18/2024

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March then shifts to a discussion on the Federal Reserve, economic growth and the outlook for earnings in the months ahead.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for March then shifts to a discussion on the Fed...

04/10/2024

It’s hard to predict the bottom of the market, and all too easy to miss your shot at the rebound.

04/03/2024

We’re in it for the long haul. Ask us how dollar cost averaging can help you turn volatility into opportunity.

03/27/2024

A look at history suggests that even after a market downturn, your investments won’t be history.

03/20/2024

Let’s talk about temporary obstacles and map a route that gets you to your financial destination.

03/13/2024

💡 2023 was a surprising year for retirement savers. The number of 401(k) millionaires rose 11.5% in 2023. These individuals exemplify the benefits of long-term investment and staying the course. Retirement account balances bounced back, with the average 401(k) balance up 14% from a year earlier to $118,600.

Over one-third of retirement savers increased their savings contributions. However, the average contribution rate is still slightly below the suggested rate of 15%. Despite the positive news, some savers tapped into their 401(k) accounts to free up cash, a move that financial experts generally advise against.

Remember, your retirement accounts are part of your long-term financial strategy. If you're considering making changes or need advice on managing your 401(k), I'm here to help.



Source:

Retirement 401(k) account balances bounced back in 2023 to the highest level in nearly two years, according to Fidelity, the largest 401(k) provider in the U.S.