by Kenny | Dec 24, 2021 | Uncategorized
Weekly Market Commentary – 12/23/2021 -Darren Leavitt, CFA The holiday-shortened week produced another all-time high for the S&P 500 as investors looked past the ramifications of the Omicron variant and bought last week’s market dip. Technically, the... by Kenny | Dec 23, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hi Mr. Slott: I enjoy your website’s very helpful information! I know that the IRS rules limit us to one indirect (60-day) IRA rollover every 12-month period. Are Health Savings Account (HSA) indirect rollovers... by Kenny | Dec 22, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst As 2021 draws to a close, many of us will naturally look back and try to make some sense of the past year. On the whole, it would be hard to classify 2021 as an “uneventful” year. But in the world of IRAs and workplace plans, it actually... by Kenny | Dec 22, 2021 | Weekly Newsletter
Inflation is here. The most recent Consumer Price Index (CPI) inflation report showed that prices rose across the board in November. By a lot. Overall, prices climbed 6.8% year-over-year, the largest increase since June 1982, and rose 0.8% over the past month. Higher... by Kenny | Dec 20, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst A “life hack” is any trick, shortcut or simple and clever technique for accomplishing a familiar task more easily and efficiently, in all walks of life. For example, tie a colorful ribbon to your luggage to make it more easily...