by The APW Team | Jul 18, 2024 | All, Financial Planning, Investment
Market Update for the Quarter Ending – June 30, 2024. Investors continue to hold their breath at the announcement of every inflation print as another critical earnings season gets underway. However, it’s the time of year when many shift their attention to... by The APW Team | Jun 5, 2024 | All, Financial Planning, Investment
Starting in 2024, 529 plan owners now have the option to use excess 529 plan funds to jumpstart the retirement savings of their beneficiaries. If you’ve had a 529 plan open for at least 15 years and find that you no longer need it for education expenses,... by The APW Team | Jan 19, 2024 | All, Financial Planning, Investment
Market Update for the Quarter EndingDecember 31, 2023 It appears that The Federal Reserve is just about done raising short-term interest rates. We entered 2023 with the Fed in the midst of the most aggressive interest rate hiking cycle of the last 40 years after... by The APW Team | Oct 27, 2023 | All, Financial Planning, Investment
Massachusetts Governor Maura Healey recently signed House Bill 4104, a historic tax relief package titled, “An Act to improve the Commonwealth’s competitiveness, affordability, and equity.” This tax package encompasses a wide range of relief for families, businesses,... by The APW Team | Jul 21, 2023 | All, Financial Planning, Investment
Market Update for the Quarter EndingJune 30, 2023 The “breadth” of the market is a term used to describe the general participation of all companies within a market index, such as the S&P 500. Market breadth is an indication of the number of stocks that are rising... by The APW Team | Jan 19, 2023 | All, Financial Planning, Investment
Market Update for the Quarter EndingDecember 31, 2022 It was a miserable year for bonds. The bond market meltdown of 2022 has gone down in history as the worst ever, with the Bloomberg U.S. Aggregate Bond Index down 13.1%. To find losses anywhere near as deep, you’d...