by Kenny | Nov 8, 2021 | Uncategorized
Weekly Market Commentary – 11/5/2021 -Darren Leavitt, CFA Wow-what a week on Wall Street! US equity indices hit another set of all-time closing highs. Market sentiment was bolstered on several different fronts. 3rd quarter corporate earnings continued to...
by Kenny | Nov 8, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As Roth IRA conversions become more popular, questions and misconceptions abound. In no particular order, here are a dozen Roth IRA conversion facts to be aware of: 1. Anyone with an IRA can do a Roth conversion. There are no...
by Kenny | Nov 4, 2021 | Uncategorized
Steps you can take to avoid disagreements over spending and much more You’ve looked forward to retirement for decades — the chance to slow down the pace, to live in a different place, to see parts of the world you’ve only dreamed of, to spoil the grandkids...
by Kenny | Nov 1, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst As discussed in the October 18 Slott Report, spousal beneficiaries of IRAs can take advantage of certain payout rules that aren’t available to non-spouse beneficiaries. For example, a surviving spouse who remains a beneficiary can defer...
by Kenny | Oct 30, 2021 | Uncategorized
Weekly Market Commentary – 10/29/2021 -Darren Leavitt, CFA Wall Street faced a deluge of corporate earnings in the final week of October. Generally, reports were better than expected but tempered by management concerns related to the current state of the global...
by Kenny | Oct 28, 2021 | Uncategorized
What Is Financial Independence, Retire Early (FIRE)? Financial Independence, Retire Early (FIRE) is a movement of people devoted to a program of extreme savings and investment that aims to allow them to retire far earlier than traditional budgets and retirement plans...
