Recently, the Treasury Department announced figures for retirement account savings for 2025; 401(k) contribution limits are up, along with most other retirement savings vehicles, yet…read more

For more information, contact Ryan Smith at rsmith@dopkins.com. Autumn is here, and that means it’s time for end-of-year planning. This part of the financial planning process not only…read more

For more information, contact Ryan Smith at rsmith@dopkins.com. The 2024 election season is in full swing with Biden stepping down recently, making the election set up for a…read more

Takeaway: Investors who look beyond after-the-fact headlines about markets and the economy and stick to a plan may be better positioned for long-term success. Recession concerns…read more

Nearly a century of US stock market returns suggests that making investment decisions based on control of the chambers of Congress is unlikely to lead…read more

Ryan Smith’s article was originally published  by Dopkins on September 29, 2021, and reprinted with our permission in the Q1 2022 edition of Northeast Dairy…read more

Published May 27, 2021 – ETFs (exchange-traded funds) are often compared and contrasted with mutual funds. As ETFs continue to gain popularity among their mutual…read more

Published March 23, 2021 – On March 17, the Fed met to discuss their position on interest rates. They have decided to keep rates near…read more

Published February 24, 2021 – A recent flurry of return spikes for a handful of US stocks has captivated investors and non-investors alike. In light…read more

Published August 27, 2020 – On November 3rd, millions of Americans will cast their vote for the next President of the United States. Although the…read more