by Kenny | Oct 23, 2021 | Uncategorized
Weekly Market Commentary – 10/22/2021 -Darren Leavitt, CFA US financial markets rallied throughout most of the week, with the S&P 500 touching a new intraday high and the Dow closing at a new all-time high. Corporate earnings dominated the headlines and... by Kenny | Oct 21, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: My situation is as follows: I am 56 years old and have an IRA which I have been taking SEPP/72(t) payments since 2008. I have not yet taken my distribution in 2021. I recently received a finding of disability from SSA... by Kenny | Oct 20, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst One question that continues to come up is whether company retirement plan dollars are protected from creditors. This becomes an issue if you are forced to declare bankruptcy or you owe money after a legal action is brought against you. If... by Kenny | Oct 18, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When a married IRA owner dies, the surviving spouse is oftentimes the beneficiary. Of course, there are instances where a trust might be named as IRA beneficiary, or the children or a charity or someone else is listed. Regardless,... by Kenny | Oct 18, 2021 | Uncategorized
Weekly Market Commentary – 10/15/2021 -Darren Leavitt, CFA US Financial markets rallied across the board on a solid start to the 3rd quarter corporate earnings season. The Consumer Discretionary sector led gains with a 3.6% advance off of much better than... by Kenny | Oct 18, 2021 | Uncategorized
Weekly Market Commentary – 10/15/2021 -Darren Leavitt, CFA US Financial markets rallied across the board on a solid start to the 3rd quarter corporate earnings season. The Consumer Discretionary sector led gains with a 3.6% advance off of much better than...