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2025 Woodstock of Capitalism
Woodstock of Capitalism is our Recap of the Berkshire Hathaway Annual Shareholders Meeting. Learn about our key takaways and our favorite moments.


Q2 2025 | Quarterly Newsletter
Newsletter Snapshot: A volatile first quarter saw U.S. stocks retreat while international stocks produced positive returns Tariffs hit...


Budgeting Made Simple: Take Control of Your Finances
Have you ever tried to stick to a budget, but somehow, it just didn’t quite work out? Don’t worry, you’re not alone! According to...


Are You a Fiduciary? What Plan Sponsors Need to Know
If you sit on your company’s retirement plan committee, you play a critical role in helping employees save for the future. But with that...


Q1 2025 | Quarterly Newsletter
Newsletter Snapshot: Overall economic growth remained strong in 2024 while the Federal Reserve cut interest rates by 1% based on lower...


2025 Retirement Plan Compliance Calendar
Managing a retirement plan requires staying ahead of critical deadlines to ensure compliance with IRS and Department of Labor (DOL)...

Spectrum Investment Advisors
Dec 28, 2024


2025 Contribution Limits
Retirement plan contribution limits are adjusted each year. For 2025, here is how much you can save.

Spectrum Investment Advisors
Oct 29, 2024


What to Do During Volatile Markets
Turbulent times lead to unpredictable markets. Despite this uncertainty, experts believe that staying calm and staying the course is wise.

Spectrum Investment Advisors
Aug 23, 2022


The Good, the Bad, and the Budget
Debt can feel overwhelming, but you're not alone. Managed responsibly, it can be a tool for financial growth.

Spectrum Investment Advisors
Feb 7, 2022
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