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Key Takeaways Some provisions related to the Secure 2.0, a federal retirement law, will go into effect in 2025. Workers ages 60, 61, 62, or 63 will be able to make...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Equity and fixed-income markets sold off for the second consecutive week as the Federal Reserve delivered an expected twenty-five basis-point rate...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The Nasdaq eclipsed the 20,000 level for the first time this week as investors reengaged in buying the mega-cap technology names.  Amazon, Google,...

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Weekly Market Commentary

Weekly Market Commentary

The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate...

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Weekly Market Commentary

Weekly Market Commentary

The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs.  Investors cheered the nomination of Scott Bessent as Treasury...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade.  President-elect Trump continued to fill out his cabinet and, late...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 notched its 50th all-time high of 2024 as investors piled into equities after a decisive US election.  Wall Street embraced the...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar.  The S&P...

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The QCD Dance

  By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a popular way to donate to a favorite charity....

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Who Must Take a 2024 RMD?

By Sarah Brenner, JD Director of Retirement Education   The holidays are upon us. There is shopping to do, gifts to wrap, and parties to attend. Amidst the hustle...

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QCD Timing

By Andy Ives, CFP®, AIF® IRA Analyst   Year after year, this topic continues to bubble up. Confusion exists over when a QCD can be done in relation to the RMD....

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