by Kenny | Dec 7, 2020 | Uncategorized
Weekly Market Commentary 12/4/2020 -Darren Leavitt, CFA US equity markets hit another set of all-time highs last week. Positive price momentum carried over from a strong November into the start of December, and more positive news on Covid-19 vaccines coupled with the... by Kenny | Dec 7, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Recently we became aware of a multi-layered tax strategy that we think is a bridge too far when it comes to Coronavirus-related distributions (CRDs). In fact, it may even be outright tax fraud. As most readers are aware, the CARES... by Kenny | Dec 3, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: My father passed away in 2019 and left me an IRA. Will the SECURE Act apply, or will it be grandfathered under the pre-2020 rules? Thank you. Aram Answer: Aram, Since your father passed away in 2019, we will default to... by Kenny | Dec 2, 2020 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education The clock is ticking if you are considering converting your Traditional IRA to a Roth IRA in 2020. More IRA owners are making this move this year as historically low tax rates and COVID-related income losses have... 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...