by Kenny | Feb 1, 2021 | Uncategorized
Weekly Market Commentary 1/29/2021 -Darren Leavitt, CFA Markets sold off in volatile trade as retail investors wreaked havoc in heavily shorted companies. The fourth-quarter earnings season continued to produce better than expected results, although it appears stock... by Kenny | Feb 1, 2021 | Uncategorized
-Darren Leavitt, CFA Financial markets started 2021 in strong form but lost some ground in the final week of trade. Covid-19 vaccines continued to be developed, and inoculations continued to be administered to front line workers and the elderly. A light at the end... by Kenny | Jan 28, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst Question: I hope you can help me with this, as I cannot find the answer anywhere or from anyone. In 2019, my client Frank, passed away. His cousin, Lisa, inherited his IRA. In 2020, Lisa passed away. Her husband, Rob, inherited the IRA.... by Kenny | Jan 27, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Here we go again…barreling headlong into another tax season. This year will be like no other. With all the crazy that was 2020, many tax filers will discover some new and interesting items on their tax returns. For example – did... by Kenny | Jan 25, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The rules for rolling over IRA distributions can be complicated at any time of the year. They are especially challenging at the end of the calendar year. Surprisingly, sometimes IRA owners have doubts as to whether... by Kenny | Jan 24, 2021 | Uncategorized
Weekly Market Commentary 1/22/2021 -Darren Leavitt, CFA The mega-cap technology issues led markets to another set of all-times as cyclicals took a step back after being red hot for the last several weeks. Fourth-quarter earnings continued to roll out with mixed...