Blog

Milestone Market Update January 2024

As we step into 2024, we reflect on a healthy 2023 in the financial markets. Here's a brief overview to keep you informed on what’s happening in the world of investments.

Construction Market Guide - Winter 2024

Dave Coult, CFP presents the Construction Market Guide for Winter 2024.

Milestone Fall Market Update

As we welcome the cooler days and the gentle rustle of falling leaves, we are reminded of the beauty and inevitability of change.

Construction Market Guide - Fall 2023

Dave Coult, CFP presents the Construction Market Guide for Fall 2023.

Milestone Market Update - Money Market Rates

Seize the Moment: Why It's Prime Time to Review Your Savings Strategy

Milestone Market Update Summer 2023

 Milestone Market Update Summer 2023

Construction Market Guide - Summer 2023

Dave Coult, CFP presents the Construction Market Guide for Summer 2023.

Milestone Market Update - Silicon Valley Bank

As you have likely already heard, the FDIC took control of Silicon Valley Bank (SVB) this weekend after word got out that the bank was in financial trouble and depositors rushed to withdraw their funds. This was the second largest bank failure in US history.

Milestone Market Update - January 2023

Happy New Year!

We enter 2023 with a changed investment landscape.

Secure Act 2.0

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0).