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Weekly Market Commentary

Weekly Market Commentary – 11/24/2023 -Darren Leavitt, CFA US equity markets inked a 4th straight week of gains despite the market appearing to be overbought.  The holiday-shortened week featured light trading volumes and broad participation.  Earnings results...

4 IRA TAX BREAKS FOR WHICH WE GIVE THANKS IN 2023

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Thanksgiving is almost here! This is a time for us to gather together and express our gratitude for all the good things in our lives. When it comes to our retirement accounts, we...

STILL-TIME-LEFT TO-DO LIST

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport Year-end to-do lists are commonplace. The problem is, they always seem to get published in mid-to-late December. I can almost hear the collective “thanks for nothing” comment from readers as the...

Weekly Market Commentary

Weekly Market Commentary – 11/17/2023 -Darren Leavitt, CFA The S&P 500 closed above 4500 after inking its third consecutive weekly gain.  Temperate economic data released over the last few months has elevated the idea of an economic soft landing and the idea...