by Kenny | Dec 1, 2020 | Uncategorized
-Darren Leavitt, CFA Global markets rallied in November. A historic US election played out as one of Wall Street’s best-case scenarios. Three effective Covid-19 vaccines were announced over the month, which further stocked investor enthusiasm. Third-quarter earnings... by Kenny | Dec 1, 2020 | Uncategorized
Weekly Market Commentary 11/27/2020 -Darren Leavitt, CFA US financial markets hit all-time highs during the week, with the Dow surpassing the 30,000 mark for the first time. If markets can hold on to gains in Monday’s trading session, it will become the best November... by Kenny | Nov 30, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Thanksgiving is behind us, and the end of the year will be here soon. (Many of us are truly thankful for that!) This is a good time to remind you of certain tax breaks that will expire before we turn over the calendar to 2021. Many of... by Kenny | Nov 25, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst We have collectively crawled into the hollow of a 2020 tree and found ourselves in the Upside Down. (That is a “Stranger Things” reference, for the uninitiated.) The SECURE Act turned beneficiary options upside down. The CARES Act... by Kenny | Nov 23, 2020 | Uncategorized
Weekly Market Commentary 11/20/2020 -Darren Leavitt, CFA Financial markets were mixed last week. Cyclicals continued to outperform on news that Moderna and AstraZeneca vaccine trials have shown excellent results. 3rd quarter earnings continued with better than... by Kenny | Nov 23, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The IRS has recently added a new reason for self-certification of late rollovers to its list. Revenue Procedure 2020-46 modifies the list of reasons to include an IRA or company plan distribution made to a state...