Late last week the non work research email received the following update from the IRS….. This announcement is more directly related to Federal income related tax rates/levels not as much retirement or gifting and again….is not in a great format….…
With a road trip happening as you read this…. was a bit short on time for our mid-week post…. links in this post explain a lot…. Wanted to draw your attention to the move in US Treasury yields/bonds (and show…
Take a Peek at your YTD deferrals to make sure you are on track to meet you contribution goals
What inflation? According to the IRS… Certainly not going to argue with a raise, but WOW is it tiny! From this IRS press release on Nov 1, 2023: Highlights of changes for 2024 The contribution limit for employees who participate…
Kastle a nationwide security provider….. obviously with their hands on some of the most interesting data: Office Occupancy With 2600 buildings in 138 cities…. the current occupancy rate is 50%! Check out the 2020 Comps versus 2023 broken down by…
On Thursday, October 26, 2023, the BEA (Bureau of Economic Analysis) released the Advanced Estimate aka first try at the Q3 2023 GDP for the US Economy…. As a quick reminder, GDP is one of the broadest measures of US…
With the conclusion of a fast and furious, but VERY fun trip over the last 36 hours…. Back in the saddle … kinda for the last day of the week…. an interesting topic occurred while on the trip…. Early am…
Advanced Analysis - Standard Deviation Refresher
From our Quarterly commentary ….but when you look a little closer it becomes apparent that this team is dominated by the performance of just a very few individuals? …. This chart is the equal weighted SP 500 index for the…
Break In: With the release of the BLS (Bureau of Labor Statistics) various CPI numbers yesterday, the CPI W- (explanation here) for the important third quarter was completed…. Social Security and likely many similar Pension recipients, your 2024 COLA (Cost…
