by Kenny | Dec 10, 2023 | Uncategorized
Weekly Market Commentary – 12/8/2023 -Darren Leavitt, CFA The S&P 500 gained ground for the sixth consecutive week as US economic data continued to support the soft landing narrative. Mega-cap issues provided leadership, while small-caps continued to... by Kenny | Dec 7, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: My brother passed away in May 2023. He had a small IRA with no beneficiary. He was 73 at the time of his death. His estate is to be divided equally among his eight brothers and sisters,... by Kenny | Dec 6, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport SIMPLE IRA plans are a popular retirement savings option for small businesses. The plans are available for companies with 100 or fewer employees who received at least $5,000 in pay from the company in the... by Kenny | Dec 4, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport It is December. The halls are decked, and Starbucks holiday cups are everywhere. The end of the year is not far away. That means the deadline is near for taking a required minimum... by Kenny | Dec 3, 2023 | Uncategorized
Weekly Market Commentary – 12/1/2023 -Darren Leavitt, CFA A mélange of factors pushed US equity markets to a sneeze away from record highs. US Treasuries continued to rally, sending yields lower across the curve. The soft landing narrative continued as... by Kenny | Nov 29, 2023 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport If the Grinch and Bad Santa both passed their FINRA Series 7 exam and decided to open an investment advisory firm, I’m pretty sure they would combine forces to intentionally deliver some of the WORST...