by Kenny | Mar 7, 2021 | Uncategorized
Weekly Market Commentary – 3/5/2021 -Darren Leavitt, CFA US financial markets finished the week with mixed results as another spike in interest rates induced a sharp sell-off in growth stocks. Inflation concerns were heightened on commentary from Federal... by Kenny | Mar 4, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: I am 75 years old and am planning to retire this year. I have a 401(k) plan with my employer and, I assume, need to roll it over into an IRA. In this case do I need to take a 2021 RMD? If so, how is it... by Kenny | Mar 3, 2021 | Weekly Newsletter
his story is part of a series in support of America Saves Week 2021. Since 2007, this initiative has provided a call to action for U.S. consumers to save intentionally. Today’s theme is: Save to Retire. Once you reach a certain age, nearly every dinner party you... by Kenny | Mar 3, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst For an area as highly regulated as IRAs and company plans, it’s not surprising that there’s a ton of abbreviated terms to keep track of. Here’s 18 common ones that you should know: CARES Act. The Coronavirus Aid, Relief, and Economic... by Kenny | Feb 28, 2021 | Uncategorized
Weekly Market Commentary 2/26/2021 -Darren Leavitt, CFA A continued steepening of the yield curve induced selling of all asset classes throughout the week. Economic growth expectations have stoked inflation fears, sending the 10-year note yield fifty-two basis points...