by Kenny | Oct 30, 2021 | Uncategorized
Weekly Market Commentary – 10/29/2021 -Darren Leavitt, CFA Wall Street faced a deluge of corporate earnings in the final week of October. Generally, reports were better than expected but tempered by management concerns related to the current state of the global... by Kenny | Oct 28, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Question: I have four IRAs. Does the once-per-year IRA rollover rule mean I can only take one distribution per year in total or does it mean I can only take one distribution per year from each of my four IRAs? Glen... by Kenny | Oct 27, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Charlie Brown, wearing a ghost costume full of too many eye holes cut in all the wrong spots, famously peered into his trick-or-treat bag and said, “I got a rock.” One of the best parts of Halloween remains. It is the moment at the... by Kenny | Oct 25, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Not everyone has a boss. In an economy upended by COVID, individuals, sometimes by choice and sometimes not, are striking out on their own and starting new businesses or becoming part of the gig economy. A critical... 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...