On November 13, 2025, the IRS released the cost-of-living adjustments to retirement plan contribution limits for the 2026 tax year.These annual updates are required under the Internal Revenue Code and reflect changes in inflation and other economic factors. Some highlights are: * Due to new Secure 2.0 optional provision Download PDF
Last month, we introduced the notion that the economy is becoming increasingly divided. BlackRock uses the term “bifurcation,” ChatGPT prefers “Dual Economy,” and the common nomenclature is “K-shaped.” This theme is unmistakable across labor markets, consumer spending patterns, wealth and income, and consumer debt. A similar theme has been playing out across capital markets for years: the increasing concentration of a few names in generating massive stock market returns. With the government shutdown, reliable economic data has become relatively scarce.…
Comperio Retirement Consulting has been named one of the largest 100 Investment Consultants in the United States according to Pension & Investments (P&I) for the past 7 years
