Monthly Market Summary provided by CRA’s Investment Advisor, Innovest.
Economic Developments & Market Update & Market Update Economic Developments The S&P 500 Index declined 1.59% in August, bringing its total year-to-date (YTD) return to 18.73%. While negative for the month, the S&P 500 continues to…
Checking Under the Hood How to Perform a Six-Step Maintenance Checkup on Your Retirement Plan Does your retirement plan make curious noises when it travels over a few market bumps?…
Do Not Remove Tapping Your Retirement Account for Other Financial Needs Can Have Costly Consequences According to a December 13, 2022, article in The New Tour Times¹, hardship withdrawals from…
TARGET DATE PORTFOLIO REALLOCATION Effective April 14, 2023 In a continual effort to assist you in meeting your retirement goals, CRA will be adjusting the allocations of the investment options within the custom…
Top of Mind Practicing Mindfulness with Money can Help Boost Your Financial Wellness Many people practice mindfulness through yoga, tai chi, or other forms of movement, often incorporating breathing exercies.…
Economic Developments & Market Update & Market Update Economic Developments Domestic equities had another positive month in November, with the Russell Mid Cap Index leading the way, up 6.01%. International (Developed) and Emerging Markets stocks were…
Economic Developments & Market Update & Market Update Economic Developments Positive earnings reports led to positive returns from leading technology and consumer discretion companies such as Apple and Amazon. The S&P 500 Index was up 8.10%…