Destiny Financial

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | March 2025 Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds.

Here's a stunning fact: Over 29 million forgotten retirement accounts hold nearly 1.65 trillion dollars in the U.S.

With frequent job changes, it’s easy for retirement accounts to get lost. Left unattended, they can even be turned over to the state as unclaimed property.

Here’s how to find them:
1️⃣ Check with past employers. HR or plan administrators can provide account details.
2️⃣ Search online tools like the National Registry of Unclaimed Retirement Benefits or MissingMoney.com.
3️⃣ Use state or federal resources to track unclaimed funds.

👍 Good news: The SECURE Act 2.0 has directed the Department of Labor to create a comprehensive, searchable database to make locating lost retirement accounts easier than ever. This tool is expected soon.

If you or anyone you know has questions about potential missing retirement accounts, please don’t hesitate to contact us.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.