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... by Kenny | Nov 21, 2023 | Uncategorized
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... by Kenny | Nov 20, 2023 | Uncategorized
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... by Kenny | Nov 15, 2023 | Uncategorized
By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Remember coronavirus-related distributions, or “CRDs”? Passed as part of the CARES Act in March 2020, CRDs were special distributions designed to help people who contracted COVID or had financial hardship... by Kenny | Nov 13, 2023 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport You may have noticed grocery stores stocking up for Thanksgiving, and festive lights and displays going up everywhere. Yes, it is the holiday season, but it is also the season to... by Kenny | Nov 12, 2023 | Uncategorized
Weekly Market Commentary – 11/10/2023 -Darren Leavitt, CFA Markets were mixed this week as investors digested additional earnings announcements, a plethora of Fed rhetoric, and a large dose of US Treasury issuance. The divergence of mega-cap stocks widened...