Aspen Grove Asset Management Retirement Savings Update - 2026 Contribution Limits & Key Changes As we begin 2026, the IRS has released the latest inflation-adjusted contribution limits for retirement plans. These updates give investors more room to save while continuing the tax advantages that make retirement accounts a central part of long-term planning.  Traditional & Roth IRA Limits For 2026, the IRA contribution limits are:  Standard contribution (under age 50):  $7,500 (

Aspen Grove Asset Management Taking Stock - And Setting the Stage for What's Next As the year draws to a close, the pace naturally slows and the focus begins to shift. The holiday season invites reflection — not just on markets and portfolios, but on family, milestones, challenges faced, and progress made. It’s a moment to step back from the constant flow of information and consider the bigger picture. This past year, like most before it, did not unfold in a straight line. He

IS AI FOR REAL?  It’s the question on everyone’s mind — from Wall Street to Main Street. The short answer is yes  — but it’s also complicated . Like every great innovation wave before it — electricity, automobiles, the internet — artificial intelligence is transforming how we live and work, just not in a straight line. The early excitement has brought both legitimate breakthroughs and predictable exaggeration. Yet beneath the noise, something profound is taking root: a new la

MAY 2025   HOW IS ALL THIS GOING TO TURN OUT? It’s been another month of wild headlines, shifting...

FEBRUARY 2025 Portfolio Diversification Matters More Than Ever As we navigate the ever-changing market landscape, it's important to take...

STRONG DOLLAR & CHINA IMBALANCES Happy New Year!  As we step into 2025, we want to take a moment to thank you for your trust and...

“PLAYING CHESS INSTEAD OF CHECKERS” It’s been a while since our last newsletter, and I hope this note finds you enjoying your holiday....

HOW LONG CAN THIS RALLY LAST?! The financial media is in a frenzy over the recent market rally. With the S&P 500 now up over 25% over the...

WALL STREET GOT BURNED IN 2023 Just one year ago almost all the strategists at Wall Street firms were forecasting a recession and a...