Foster & Wood has created this sheet to help investors understand the maximum contribution levels for various retirement account types. We have included previous year maximums to illustrate what has…
The 4th Quarter of 2023 was very good in almost all of the capital markets, and this surprised many investors who assumed interest rates would continue to rise through the…
There is a little known tax credit some taxpayers can receive for making contributions to a retirement account. This includes IRA’s, 401(k)’s and more. This is in addition to the tax deduction…
Virtually all major market averages were down during Q3 2023. US and International stocks were down as well as real estate and bonds. Interestingly, emerging markets stocks did better than…
The second quarter of 2023 saw strong returns from US stocks, moderate returns from international stocks, and slightly negative returns from the overall US bond market. The bond market did…
The first quarter of 2023 was rocky. Most markets around the world were up significantly in January, only to drop in February, and then recover toward the end of the…
Stock markets around the world had a strong Q4 2022. US stocks were up 7.18%, and International Developed Stocks including Europe and Japan were up 16.18%, contrary to negative expectations…
There is a little known tax credit some taxpayers can receive for making contributions to a retirement account. This includes IRA’s, 401(k)’s and more. This is in addition to the tax deduction…
Q3 2022 was a down quarter for stocks, bonds and real estate, continuing what happened in Q2 2022. US stocks did better than international stocks, and US small company stocks…