by Kenny | Jan 27, 2024 | Uncategorized
Weekly Market Commentary – 1/26/2024 -Darren Leavitt, CFA US equities inked another set of weekly gains on the back of mixed 4th quarter earnings results and encouraging economic data. The S&P 500 and Dow set new all-time highs. Dutch Semiconductor Company... by Kenny | Jan 25, 2024 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Question: Is it possible to do a Backdoor Roth IRA conversion with a SEP IRA? If yes, how does it work? Thank you! Yulia Answer: Hi Yulia, Yes, you can do a Backdoor Roth IRA conversion with a SEP... by Kenny | Jan 21, 2024 | Uncategorized
Weekly Market Commentary – 1/19/2024 -Darren Leavitt, CFA The S&P 500 and Dow Jones Industrial Average hit record highs on Friday despite a reset of monetary policy rate cut expectations. Mega-cap technology issues outperformed with a jump start from the... by Kenny | Jan 18, 2024 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport QUESTION: I have been funding a 529 account for over 15 years and no longer need to add deposits. Could I change the beneficiary to myself and then convert to a Roth IRA, assuming I have met the... by Kenny | Jan 14, 2024 | Uncategorized
Weekly Market Commentary – 1/12/2024 -Darren Leavitt, CFA US Markets gained ground in the second week of 2024, attributed to mega-cap issues in the Information Technology and Communication Services sectors. The Equal-weight S&P 500 was up 0.2%, while the... by Kenny | Jan 6, 2024 | Uncategorized
Weekly Market Commentary – 1/5/2024 -Darren Leavitt, CFA After nine weeks of gains, the market fell in the first week of trading in 2024. Interestingly, the losses incurred this week largely came from areas of the market that outperformed last year, namely...