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Weekly Market Commentary

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...

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...