by Kenny | Dec 17, 2023 | Uncategorized
Weekly Market Commentary – 12/15/2023 -Darren Leavitt, CFA The Bull market continued its rally streak to seven consecutive weeks, something not seen since 2017. Wall Street threw a “pivot party” as the US Federal Reserve’s Open Market Committee meeting ended...
by Kenny | Dec 14, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: My sister inherited an IRA from our mother (age 95 and died in 2019.) My sister took her RMDs (required minimum distributions) from this inherited account over her life expectancy. My sister died...
by Kenny | Dec 14, 2023 | Uncategorized
As 2023 comes to a close, many Americans are turning their attention to 2024 and contemplating resolutions for the new year. Many focus on financial resolutions. as people seek to earn more or create breathing room in their budget. For some, making a commitment...
by Kenny | Dec 11, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport The investment advisory firm of Bad Santa & the Grinch continues to disseminate misinformation and lousy, no good, rotten-to-the-core IRA advice. As we saw in “Bad Santa & The Grinch Offer...
by Kenny | Dec 10, 2023 | Uncategorized
Weekly Market Commentary – 12/8/2023 -Darren Leavitt, CFA The S&P 500 gained ground for the sixth consecutive week as US economic data continued to support the soft landing narrative. Mega-cap issues provided leadership, while small-caps continued to...
