by Kenny | Feb 28, 2021 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary 2/26/2021 -Darren Leavitt, CFA A continued steepening of the yield curve induced selling of all asset classes throughout the week. Economic growth expectations have stoked inflation fears, sending the 10-year note yield fifty-two basis points...
by Kenny | Feb 25, 2021 | Uncategorized
These changes in Social Security taxes and benefits take effect Jan. 1 Every October, the Social Security Administration (SSA) announces its annual changes to the Social Security program for the coming year. Here are the Social Security changes that were announced in...
by Kenny | Feb 25, 2021 | IRA Blog
Thursday, February 25, 2021 A Preview of Ed Slott’s New Book: The New Retirement Savings Time Bomb By Ed Slott, CPA If you’re a dedicated Ed Slott and Company fan, at this point, you’ve likely heard about my upcoming new book, The New Retirement Savings Time...
by Kenny | Feb 24, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Have you contributed to a Roth IRA for 2020? If you have not, you still have some time. The deadline for making a prior year contribution is the tax-filing deadline, not including any extensions you might have. For...
by Kenny | Feb 22, 2021 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary 2/19/2021 -Darren Leavitt, CFA Markets sold off a bit last week in a rotational trade into pro-cyclical sectors and out of growth stocks. Fourth-quarter earnings continued to come in better than expected while economic data for the week was...
