by Kenny | May 3, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When visiting the doctor, does he or she ask foundational questions to help determine your medical condition? Of course. “How are you feeling?” “Are you a smoker?” “What hurts?” Does the doctor take some basic measurements –... by Kenny | May 2, 2021 | Uncategorized
Weekly Market Commentary – 4/30/2021 -Darren Leavitt, CFA It was a hectic week on Wall Street highlighted by large-cap technology Q1 earnings, the April Federal Reserve Open Market Committee, and a busy economic data calendar. Trading was mixed throughout the... by Kenny | May 1, 2021 | Uncategorized
-Darren Leavitt, CFA Financial Markets ended the month of May with mixed results. A prominent rotational trade was again present throughout the month. Inflation was top of mind and debated by investors as some economic data fueled concerns of a systemic increase in... by Kenny | Apr 29, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Good news for retirement savers! There is more time to make your 2020 IRA contribution. On March 17, 2020, the IRS extended the 2020 federal income tax-filing deadline to May 17, 2021. The extension also extends... by Kenny | Apr 28, 2021 | Weekly Newsletter
Pandemic-related job losses forced many older Americans out of the workplace in the past year, perhaps permanently. But the COVID-19 crisis also seems to have delayed some retirements. Remote work eliminated commutes and often allowed more flexible schedules with...