Matthew Vitlin, Financial Advisor

01/16/2025

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.

There are limits to how much you can contribute to your 401(k) each year.

01/15/2025

This is your chance to start a game-changing career. So open the door and join my team. We’ll give you all the tools and training you’ll need. And it’s more than an opportunity to help yourself, you’ll be helping other people reach their goals, too. Message me to find out more.

01/15/2025

This is a concept I can get behind. If you’re looking to talk through all the small steps to feeling better about your finances, I’m only a DM away.

01/14/2025

Chief Investment Officer Brent Schutte discusses how a distorted economy has led to narrow strength in the markets and why investors shouldn’t underestimate the importance of diversification.

Distortions in the economy are driving unbalanced returns in the market. But can it continue?

01/10/2025

Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors.

 Strong performance for the S&P 500 in 2024 tells only part of the story. Here’s a timely analysis from our chief investment officer about what issues need to be resolved in the year ahead and what it means for investors. 

01/08/2025

File these habits under "Thanks, but no thanks, 2025." Want to build better strategies together? Let’s do it.

01/07/2025

Chief Investment Officer Brent Schutte discusses the unresolved questions that are likely to shape the economy and markets in 2025.

Here’s our look at some of the things that are likely to shape the economy and markets in the months ahead.

01/06/2025

Move “better career” to the top of your new year’s to-do list. Here, experience in financial services isn’t necessary—your hard work and desire to help others are the keys to your success. So come join my team. Message me to find out more.

01/06/2025

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numbers and how to use them to calculate the amount of federal tax you may owe.

We look at the new IRS tax brackets for 2025 and explain how the progressive tax brackets work when it comes to your effective tax rate.

12/30/2024

Yes, we’re all excited about the new year ahead. But before saying Happy New Year, let’s take a moment to celebrate the opportunities we made the most of in 2024. What was your big financial win? Let me know in the comments.

12/24/2024

Chief Investment Officer Brent Schutte discusses what the Fed’s latest forecasts could mean for an economy in need of more balance.

The Fed slashed in half its forecast for rate cuts last week. What will it mean for the economy going forward?

12/19/2024

Every holiday season, there’s that one gift. The "IT gift”, that everyone wants. Well this year, let’s make the "IT gift" a gift that keeps on giving. Let’s make a financial plan that helps you afford many more years of “IT gifts."