by Colby Valenta | Feb 22, 2018 | Estate Planning, Insurance, Investments, Lifestyle, Money, Plan Sponsor, Retirement, Tax, Uncategorized
Listen as Valenta Capital Management reviews the State of the...
by Colby Valenta | Feb 9, 2018 | Estate Planning, Insurance, Investments, Lifestyle, Money, Plan Sponsor, Retirement, Tax, Uncategorized
Our Analysis of the Recent Market Turbulence The markets started 2018 with the wind in their sails, and investors watched as indexes continued their nearly straight-up trajectory from 2017. Then, after the S&P 500’s best January performance since 1997, stocks took...
by Colby Valenta | Feb 5, 2018 | Estate Planning, Insurance, Investments, Lifestyle, Money, Plan Sponsor, Retirement, Tax, Uncategorized
We’re a little bit embarrassed to admit this but nowadays, when we fly, turbulence often tends to make our hearts jump (maybe because we have families who we constantly think about being able to provide for). Of course, if you’ve ever flown through a...
by Colby Valenta | Oct 23, 2017 | Investments, Money, Retirement
Last week, all 3 major U.S. markets hit record highs once again.[i] The Dow added 2.00% to notch both intraday and closing records, the S&P 500 rose 0.86%, and the NASDAQ gained 0.35%.[ii] International stocks in the MSCI EAFE dipped by 0.32% for the week.[iii] On...
by Colby Valenta | Oct 20, 2017 | Investments, Plan Sponsor, Retirement
Here is a wonderful article from Matthew Frankel at the Motley Fool outlining the 2018 increase in 401(k) contribution amounts. For the 2018 tax year, the IRS has increased the employee 401(k) contribution limit to $18,500 to keep up with the rising cost of living....
