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Resources from Old Point
November 2023 Market Commentary
A tough October tested investors’ patience. The Federal Reserve may be done raising rates in the current tightening cycle, potentially kicking of a period of strong equity market returns. Third quarter corporate earnings came in better than expected but analysts revised fourth quarter earnings lower
Virtual Market Commentary
Watch our Virtual Market Commentary. Discussion topics include: Value investing, economic activity, corporate earnings, market valuations, market opportunities, and more.
Secure 2.0 Tax Credits
Signed into law on December 29, 2022, the SECURE 2.0 Act ushered in new and increased tax credits to small businesses to encourage plan creation. The existing tax credits were expanded to enhance the administrative cost credits as well as introduce new contribution cost credits.
Retirement Savings Contributions Credit (Saver's Tax Credit)
Retirement Savings Contributions Credit (Saver’s Tax Credit)
Your Child is Turning 18 … Now What?
Few things in a child’s life are as momentous as their 18th birthday. When they turn 18 they legally are an adult. But aside from that, your own legal relationship with them as a parent changes. Because of that, here are two things you should do when your child turns 18 years old.