Weekly Market Commentary

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...
5 Reasons To Buy an Annuity

5 Reasons To Buy an Annuity

A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...

TURNING BACK THE CLOCKS AND REVISITING THE ROTH IRA FIVE-YEAR CLOCKS

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...

7 Keys to Pretirement Planning With Your Partner

Take these steps together to help you both get the retirement you want Retirement can last for decades, so the choices you make in the years leading up to it will have huge implications for your financial security, lifestyle and legacy during your golden years. They...

Weekly Market Commentary

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...