Financial Market Quarterly Commentary | June 2023

June was a strong month for equity markets as resolution of the debt ceiling impasse helped lower uncertainty and supported a risk-on environment. The positive monthly returns capped a solid quarter for stocks.

Secure Act 2.0 Mandates Roth Catch-up Contributions in 2024 | Ep #25

Congress has passed the SECURE Act 2.0. Among the many retirement plan changes are new catch-up contribution requirements. Alex Koury from Hosler Wealth Management joins Bruce today to explain.