by Kenny | Jan 2, 2021 | Uncategorized
Weekly Market Commentary 1/1/2021 -Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial average’s set new all-time highs in the holiday-shortened week. Another tranche of stimulus passed by Congress and signed by the President catalyzed markets higher early... by Kenny | Jan 1, 2021 | Uncategorized
-Darren Leavitt, CFA Financial markets rallied in December on the prospects and ultimate agreement of another tranche of Coronavirus stimulus. Covid-19 vaccine emergency use approvals from the FDA aided market sentiment even as daily infection rates,... by Kenny | Dec 31, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Can a retired person not working contribute to a Roth IRA? Answer: There are no age limits for Roth IRA contributions. This allows older people to contribute. However, the rules do require earned income.... by Kenny | Dec 31, 2020 | Weekly Newsletter
It’s a pivotal age for retirement planning — even if you aren’t ready to retire yet Gone are the days when most people retired at 65, received a gold watch, then lived off their pension and full Social Security benefits. But 65 is still an important age... by Kenny | Dec 30, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst From The Slott Report, December 30, 2019: “2020 promises to be an exciting year in the IRA and savings plan worlds, as the full ramifications of the new SECURE Act begin to take shape. Beyond that, the IRS will likely finalize the new...