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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs.  Investors cheered the nomination of Scott Bessent as Treasury Secretary, who is seen as a fiscal hawk and someone who will support Trump’s trade policies.  US...

What We Are Thankful for at The Slott Report

Sarah Brenner, JD Director of Retirement Education Each year it is a Thanksgiving tradition here at the Slott Report to take a moment to give thanks for the rules that are helpful to retirement savers. There are many times when rules governing retirement accounts can...

So Many IRA Beneficiary Variables!

By Andy Ives, CFP®, AIF® IRA Analyst   When an IRA owner dies, what is the payout schedule for the beneficiary? The key to distinguishing the correct program (i.e., 10-year rule, stretch RMDs, 5-year rule, etc.) is to identify all the important variables. But...
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade.  President-elect Trump continued to fill out his cabinet and, late Friday announced Scott Bessent as his nominee for Treasury Secretary.  Wall Street has endorsed Bessent,...