by Kenny | May 20, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport In a famous “Seinfeld” episode, George Costanza, unemployed, living with his parents and without a girlfriend, decides to do the opposite of what he would normally do. It pays off for him big time as he... by Kenny | May 19, 2024 | Uncategorized
Weekly Market Commentary – 5/17/2024 -Darren Leavitt, CFA The major US equity indices inked a fourth consecutive week of gains as US Treasury yields fell on an in-line CPI print that showed a deceleration of inflation for the first time in three months. Still,... by Kenny | May 16, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: I need guidance on a new client with the following information: Is age 55; Has a $700,000 ESOP in a company that he separated from over 10 years ago; and Wants... by Kenny | May 15, 2024 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport What do you get when community property mixes with your IRA? Well, you will discover that the results can be confusing. Here are some facts every IRA owner should know. Community... by Kenny | May 13, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Ed Slott’s Elite IRA Advisor Group℠ gathered in Indianapolis last week for another successful conference. Over 350 member advisors from across the country spent two intense days of training,... by Kenny | May 12, 2024 | Uncategorized
Weekly Market Commentary – 5/10/2024 -Darren Leavitt, CFA The S&P 500 notched a third consecutive week of gains as the index broke and held above its 50-day moving average. Investors were treated to another dose of first-quarter corporate earnings. Disney,...