by Kenny | May 13, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The evil genie in the IRA lamp wants your money. He roars with laughter at the thought of you facing hard times. Given an opportunity, he will line the pockets of creditors with your IRA dollars, and he will serve your remaining... by Kenny | May 11, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst The recently passed CARES Act includes some changes that impact your HSA. These changes will allow you to access more medical services without worrying about your deductible, and also enable you to take more tax-free distributions from... 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...