Irvine Wealth Management

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AI Stocks Are Flying, but Don’t Call the Craze a Bubble Nvidia and other tech stocks have added billions of dollars in market value as the technology has boomed

Average CD Rates Rise Again, But Is the Party Almost Over? CD rates have skyrocketed since March 2022, when the Federal Reserve implemented what was its first rate hike after dropping the federal funds rate to zero at the start of the pandemic. Since that first post-pandemic increase, the Fed has hiked rates nine more times in a bid to tame decades-high inf...

For Executives Only, CEOs Amass Billions in Savings With ‘Top Hat’ Plans Much like 401(k) plans, Top Hat plans allow eligible employees, typically executives, to funnel compensation into the plan without paying income tax. Instead, they pay tax when they withdraw the money, and benefit from the tax-free compounding of investment gains. Under the law, top hat plans have n...

Investors Are Nervous—and That Could Support Stocks Fund managers have the lowest exposure to stocks relative to bonds since 2009.