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... by Kenny | Nov 27, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport A few weeks ago, many of us were required to turn back our clocks one hour and say goodbye to daylight savings time. And with that change came the usual reminder to change the batteries in our smoke... by Kenny | Nov 25, 2023 | Uncategorized
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... by Kenny | Nov 22, 2023 | Uncategorized
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...