by Kenny | Jan 11, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst There’s been some confusion about the retirement plan aspects of the COVID-19 stimulus package signed into law on December 27, 2020. One national news network has reported that the new law extends the CARES Act tax breaks for... by Kenny | Jan 10, 2021 | Uncategorized
Weekly Market Commentary 1/8/2021 -Darren Leavitt, CFA Wow-what a way to start 2021. US equity averages hit another set of all-time highs despite Washington’s political turmoil and a Democratic sweep in the Georgia Senate runoff elections. Economic data... by Kenny | Jan 6, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst We are just a few days into the new year, and many people are anxious to get their full IRA contributions in for 2021. However, a common question is, “It’s only the first week of the year and I haven’t received a paycheck yet. Can... by Kenny | Jan 4, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education A new year brings a fresh start, and after 2020, we need that more than ever. You probably have a few resolutions for 2021. When making your list of goals for the new year, don’t overlook your IRA. Here are a few... by Kenny | Jan 2, 2021 | Uncategorized
Weekly Market Commentary 1/1/2021 -Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial average’s set new all-time highs in the holiday-shortened week. Another tranche of stimulus passed by Congress and signed by the President catalyzed markets higher early... by Kenny | Jan 1, 2021 | Uncategorized
-Darren Leavitt, CFA Financial markets rallied in December on the prospects and ultimate agreement of another tranche of Coronavirus stimulus. Covid-19 vaccine emergency use approvals from the FDA aided market sentiment even as daily infection rates,...