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).

Milestone Market Update September 2022

My (Justin) youngest daughter Emma just celebrated her third birthday. She really wanted a magical unicorn for her birthday.

Milestone Market Update - June 2022

Former heavyweight boxing champion Mike Tyson is credited with saying: “Everyone has a plan until they get punched in the mouth”. Inflation has landed a nasty uppercut to the markets so far this year as it’s currently at levels not seen since the early 1980s.

Milestone Market Update Spring 2022

Happy Spring!

To say we are in a tough market environment would be a massive understatement. 


Milestone Market Update

As you are likely aware, Russia has invaded Ukraine which has sent shockwaves across the world and caused disruption in the stability of asset prices. We will be continuously monitoring the situation and its impact on the markets, but wanted to share some of our thoughts as the situation stands now.

Milestone Market Update - January 2022

Happy New Year! We hope this message finds you well and you had an enjoyable holiday season.

For investors heading towards retirement, it’s time to review your 401(k)

As retirement gets closer, it may be time to re-think how you handle your 401(k).  

Milestone News and Market Update - September 2021

We hope you've had a fantastic summer! In this newsletter, we provide:

  1. A security update on logging into your account through Investor360
  2. Our thoughts on the markets
  3. A recap of our summer and what we've been up to personally