Brittan Leiser Brittan Leiser

2026 Retirement Contribution Limits: What You Need to Know 

The IRS has increased 2026 retirement contribution limits, giving savers more opportunities to grow tax-advantaged assets. Learn what’s changed for 401(k), 403(b), and 457(b) plans, including higher employee deferral and catch-up limits, as well as updated IRA and Roth IRA contribution and income phase-out rules. This overview breaks down the key updates and what they mean for your retirement planning.

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Brittan Leiser Brittan Leiser

2025 Q3 CIO Letter: Flooring It on a Fog-Covered Highway

The market remains clouded with uncertainty, as the optimism seen earlier in 2025 is showing signs of cracking. Economic growth is slowing, and while AI investments provide hope, risks are building under the surface. Investors should stay cautious, diversifying across asset classes and geographies, while focusing on quality to weather the volatility.

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Brittan Leiser Brittan Leiser

2025 Second Quarter CIO Letter: The Glass Seems Full, Is It a Mirage?

The glass seems full, but perhaps dangerously so. Markets are buoyant, but not by fundamentals. Economic conditions are weakening, risks are rising, and valuations offer little room for disappointment. Investors are betting heavily on Fed support, geopolitical stability, and continued consumer resilience, none of which are guaranteed.

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