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“Third-Party Posts”

4 Key Decisions for Early Retirement

4 Key Decisions for Early Retirement

‘Will your money last?’ isn’t the only question to consider before retiring. I was chatting with a friend the other day about his retirement—possibly an early one. At...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global financial markets rallied on several reports that suggested significant progress was being made on trade negotiations.  Vice President Vance...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued to influence markets...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Wow, what a week on Wall Street.  Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump's...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It's been a difficult month for investors, and sentiment indicators tell that story.  Wall Street appeared poised to build on the prior week's...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies.  A late rally on Friday...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility.  It was a hectic week as...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical...

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By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means...

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The Wonderful, Magical Form 5498

  By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some probing questions. “Are...

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