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Resources from Old Point
Traditional vs. Roth: Which 401(k) is right for me?
Whether you’ve just changed jobs or you’re a soon-to-be grad about to start your first job, one of the most important benefits is saving for retirement with a 401(k). Let’s explore the power of your 401(k) (it may surprise you!), and which kind of 401(k) to use.
February 2024 Market Commentary
Markets were mixed in January. As usual, market strategists are divided on the full-year outlook, after digesting better than expected fourth quarter corporate earnings. Economic reports also surprised on the positive side, with GDP, inflation, and employment maintaining encouraging momentum.
Tax Tips Episode 1: Charitable Deductions
Tax Tips, a closer look at some of your most asked tax questions.
Important Tax Numbers for 2024
The IRS released its annual inflation-adjusted tax bracket information for 2024. Below are some highlights for your information and tax planning this year. Please contact one of our teammates with any questions you may have or if we can be of any assistance.
Virtual Market Commentary
Watch our Virtual Market Commentary. Discussion topics include: Value investing, economic activity, corporate earnings, market valuations, market opportunities, and more.