by Kenny | Nov 28, 2021 | Uncategorized
Weekly Market Commentary – 11/26/2021 -Darren Leavitt, CFA The holiday-shortened week turned into a wild ride for investors as a new variant of Covid upended the reflation trade, which sent volatility through the roof. The new variant called Omicron was first... by Kenny | Nov 22, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Are you considering opening up a new solo 401(k) and looking to maximize your 2021 contribution? If so, you may need to act quickly. There is a December 31, 2021 deadline for establishing a new plan if you want to make 2021 elective... by Kenny | Nov 21, 2021 | Uncategorized
Weekly Market Commentary – 11/19/2021 -Darren Leavitt, CFA US financial markets ended the week mixed. Mega-cap Growth stocks pushed the S&P 500 and Nasdaq to another set of all-time highs while cyclical issues and small caps lagged, hindering the Dow and... by Kenny | Nov 18, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: Can someone take an in-service withdrawal from their 401(k) and directly transfer it to their IRA, then take a QCD from the IRA to satisfy the RMD amount attributed to the 401(k)? I am 72 years old and I... by Kenny | Nov 17, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst As we careen into the holiday season, there remains a deceitful underbelly of dirtbags operating their typical scams. Giant inflatable Christmas decorations in front of your home or a menorah in the window will not dissuade... by Kenny | Nov 15, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The IRS has released the cost-of-living adjustments (COLAs) for retirement accounts for 2022. As expected, due to inflation in the economy, many of the dollar limit restrictions on retirement accounts will increase...