by Kenny | Nov 4, 2020 | Weekly Newsletter
Millions of Americans expect their efforts to save for retirement to be derailed, perhaps permanently, by the coronavirus pandemic. That’s the main takeaway from several surveys released in October that begin to create a snapshot of the retirement landscape in the... by Kenny | Nov 4, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When a person under the age of 59 ½ takes a withdrawal from their IRA or company plan – like a 401(k) – there is a 10% penalty. However, this penalty can be avoided if the withdrawal qualifies for an exception. Some... by Kenny | Nov 2, 2020 | Uncategorized
October 30th, 2020 -Darren Leavitt, CFA Markets sold off in what was a hectic week. The earnings and economic calendar were stacked. Coronavirus infection rates ticked higher and induced lockdown measures in France, Germany, and the UK, which hindered sentiment. ... by Kenny | Nov 2, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The year 2020 has been a challenging one. With coronavirus cases rising in most of the country and economic relief stalled in Congress, many individuals may be looking to find funds to pay urgent bills. One... by Kenny | Nov 1, 2020 | Uncategorized
-Darren Leavitt, CFA Global financial markets had mixed performances in October. Investors were hoping for another tranche of stimulus from Washington, but the politicians were too far apart to get a deal done in the end. The US Presidential election continued to...