by Kenny | Oct 11, 2021 | Uncategorized
Weekly Market Commentary – 10/8/2021 -Darren Leavitt, CFA Markets started the week lower but were able to recover losses and make slight gains by the end of the week. Concerns regarding the debt ceiling, the static state of the infrastructure bill, raw... by Kenny | Oct 7, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Dear Ed Slott and Company, I am a longtime subscriber, having met and talked with Ed at several industry conferences, going back well over 20 years. Which, with all of Ed’s great work and active... by Kenny | Oct 6, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst When it comes to taxes and the 10% early distribution penalty, do not allow the underlying investments within a Traditional IRA to confuse what is applicable. Earnings within an IRA are just earnings. It does not matter if those... by Kenny | Oct 4, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education It’s hard to keep up with the news out of Washington these days! We have been getting a ton of questions on how the new tax proposals recently passed by the House Ways and Means Committee would impact Roth... by Kenny | Oct 3, 2021 | Uncategorized
Weekly Market Commentary – 10/1/2021 -Darren Leavitt, CFA Financial markets took a step back in the final week of the third quarter. Increased inflation expectations pushed US Treasury yields higher, which induced valuation concerns on large-cap growth stocks.... by Kenny | Oct 1, 2021 | Uncategorized
-Darren Leavitt, CFA September proved again to be a difficult month for financial assets. A narrative that the growth of global economies has peaked was evident during the month. Market sentiment was further dampened by fears that inflation has become persistent...