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Investments Article

Monthly Market Update for January 2025

In our January Monthly Market Update, Director of Investments Stephen Tuckwood reviews how stocks and bonds rebounded following a rocky December. Tune in, as Tuck shares several other takeaways regarding market performance and economic trends.

Investments Article

Super Catch-up 401(k) Contributions: Are You Eligible to Make Them?

If you’re 50 or older and are still working, have you been making catch-up contributions to your 401(k), 403(b), 457, or Thrift Savings Plan? For 2025, the catch-up contribution limit is $7,500. However, if you turn 60, 61, 62, or 63 by the end of 2025, you can contribute even more than that by making super catch-up contributions. The opportunity to make super catch-up 401(k) contributions is possible as of January 1, 2025, following a new SECURE Act 2.0 provision. If you turn 60-63 by the end of 2025, you can contribute up to $11,250 instead of $7,500.

Investments Article

Traditional Versus Roth 401(k)

People frequently ask us whether they should contribute to a Roth 401(k) or a traditional 401(k). The answer to this question depends on your personal situation. There are several factors you should consider.

The Guided Retirement Show

Investments Podcast

How Does a 401(k) Work with Michelle Cannan, CPFA™, QKA®, QKC

Michelle Cannan | Modern Wealth Management Managing Director and Head of Company Retirement Plan Services
As Modern Wealth Management continues to grow, one of the additions we’re very excited about is our office in Rochester, New York. Our Rochester-based team members specialize in 401(k) plans, which are typically people’s largest asset as they head into retirement. So, we figured it would be good idea to have Michelle Cannan, CPFA™, QKA®, QKC, our head of company retirement plan services and managing director of our Rochester office, join Dean Barber on The Guided Retirement Show to discuss how a 401(k) plan works and many other nuances about 401(k)s.

Investments Podcast

Market Sentiment and Inflation’s Impact with David Mitchell

David Mitchell | AllianceBernstein Regional Director
As we attempt to help educate people about market sentiment, we’ve continued to welcome back AllianceBernstein’s David Mitchell as a guest on The Guided Retirement Show. David last appeared on The Guided Retirement Show with Dean Barber in October 2023 to give his market outlook and review market trends from the previous six months. Dean and David will review some of the things they discussed during that episode. David will also review the last six months of market performances again and give his updated market outlook to help people develop a better understanding of market sentiment.

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Q3 2023 Quarterly Market Update

Dean Barber, Ken Osiwala, and Bud Kasper give their main takeaways from Q3 2023 and their expectations for Q4 in our Quarterly Market Update.

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What to Do with Your 401(k) After Retirement

Chris Rett discusses what to do with your 401(k) after retirement—leave it in your previous employer plan or roll it over to an IRA?

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Q2 2023 Quarterly Market Update

Back in April, Dean Barber and Bud Kasper did something new on the Modern Wealth Management Educational Series when they gave their Q1 2023 Quarterly Market Update. Now that Q2 2023 is behind us, it’s time for them to give their Q2 2023 quarterly market update.