by Kenny | May 1, 2020 | Uncategorized
April 2020 Market Review -Darren Leavitt, CFA Global markets continued to rebound in April as global governments and central banks added more stimulus to combat the economic slowdown caused by COVID-19. Developed markets outperformed emerging markets, and growth... by Kenny | Apr 30, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Dear Mr. Slott, I seem to have gotten myself into a jam with my 2020 RMD withdrawal and the CARES Act, as it stands now. Hoping you are able to help, or make a suggestion on how to proceed. In January, over three... by Kenny | Apr 28, 2020 | Uncategorized
April 27th, 2020 Chadd Mason, CEO The Cabana Group Will COVID-19 Change Our World (and our Markets) Forever? As our country begins to consider reopening for business, I am left wondering how we will forever be changed? Will we shake hands with new acquaintances? Will... by Kenny | Apr 27, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst 77 and sharp – that’s my dad. A voracious reader. Daily crossword puzzles. Curious. Engaged with the community. But he gets a little loose with technology. Comedic evidence suggests he is blissfully unaware if he is having a... by Kenny | Apr 23, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst Question: Did the SECURE Act change the rules for designated non-spouse inheritors of a Roth IRA? I believe they used to be able to take distributions based on their life expectancy. Does the 10-year rule also apply to Roth IRAs? Thanks,... by Kenny | Apr 22, 2020 | Uncategorized
By Ian Berger, JD IRA Analyst The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act), signed into law on March 27, includes several important retirement-related provisions. Because some of these provisions are confusing, several misconceptions about the new...