by Kenny | Sep 6, 2021 | Uncategorized
Weekly Market Commentary – 9/3/2021 -Darren Leavitt, CFA Mega-cap technology issues pushed markets to another set of all-time highs in front of the Labor Day weekend holiday as traders rotated out of issues tied to the reflation trade. Ironically, growth issues... by Kenny | Sep 4, 2021 | Weekly Newsletter
Most people over 65 will eventually need some form of paid care. Here are some ways to plan ahead. Many people are frightened of long-term care costs — for good reason. Most people over 65 eventually will need help with daily living tasks, such as bathing, eating or... by Kenny | Sep 2, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: I appreciate all of the information you pass along, both through PBS and now through the American College. In one of your recent presentations, you discussed QCDs and their often-overlooked value. I recommend QCDs to... by Kenny | Sep 1, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Yes, you are allowed to own real estate in an IRA. Of course, not every IRA custodian will accommodate such an investment, but that doesn’t mean it is forbidden. If you want to own a beach house in your IRA, or a commercial... by Kenny | Sep 1, 2021 | Uncategorized
-Darren Leavitt, CFA Global markets rallied in August as economic data revealed strength across the globe. However, delta variant infection rates soared during the month, especially in unvaccinated populations, which dampened sentiment and global growth...