Weekly Market Commentary

Weekly Market Commentary

Weekly Market Commentary

The S&P 500 and NASDAQ reached another set of all-time highs, driven by constructive rhetoric on global trade and positive second-quarter earnings results from influential companies such as Alphabet.  The S&P is up 8.6% year to date, while the NASDAQ is up...

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Getting Ready for Retirement Checklist

Getting Ready for Retirement Checklist

If the word “retire” is becoming your new mantra, we suggest you make a retirement checklist before you receive your last paycheck. It’s never too early (or too late) to start planning your retirement. So why not start now, using the handy checklist below. 10 Steps...

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Last Week in Chicago

By Andy Ives, CFP®, AIF® IRA Analyst Last week in Chicago, the Ed Slott and Company team hosted another successful 2-day advisor training program. A sellout crowd of over 260 financial professionals from across the country joined us for some intense IRA and retirement...

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Weekly Market Commentary

Weekly Market Commentary

U.S. equity markets were little changed for the week; that said, the S&P 500 and NASDAQ were able to forge another set of all-time highs. A busy Q2 earnings calendar saw 12% of the S&P 500 report earnings.  Earnings from several large banks came in better than...

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The Most Important Ages of Retirement

The Most Important Ages of Retirement

Retirement is a series of milestones that arrive as you age. Here are the ones you should know about. The retirement clock doesn't start the day you stop working. It's better to think of this period of your life as a range of important dates and milestones spread...

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How Trump Accounts Work

By Ian Berger, JD IRA Analyst The One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025, includes a new savings vehicle for children called “Trump accounts.” The rules surrounding these accounts are complicated, and many media outlets are reporting...

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