MARKET UPDATE

View the Latest Markets Snapshot

Last week, markets experienced a mix of positive economic data and political developments. Labor market data exceeded expectations, with significant job gains and declining unemployment rates. However, this strong economic performance led to a reassessment of the likelihood of central-bank rate cuts in 2024, as more participants are expecting a pause in cuts and expectations for only one rate cut in the back half of the year are increasing.

View the Full Market Snapshot

Social Security Fairness Act Signed Into Law

This legislation, titled the Social Security Fairness Act, struck down the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions that applied to workers who receive a pension from a local,state or Federal Government and did not pay into the Social Security program.

Take a Look

When Will I Get My Tax Forms?

Wondering when you will receive tax forms? Use this handy guide when planning your appointments with your tax preparer. If you have a Retirement investment account and no funds were withdrawn, you will not receive a 1099

Read NFS Tax Form Guidelines

Speak with an Advisor

As always, if you have questions or just want to talk about the Market Update, we're here. Click below to let us know you'd like a 15-minute call with a Twin Financial advisor. We'll get you on the calendar!

Let's Talk

We'd love to hear from you, whether you have a need, or just want to say "hi"!

Phone: 816-333-2334 | Online: www.TwinFinancial.com | By Mail: 9237 Ward Parkway, Suite 208

Twin Financial | www.TwinFinancial.com