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Weekly Market Commentary

Weekly Market Commentary – 10/29/2021 -Darren Leavitt, CFA Wall Street faced a deluge of corporate earnings in the final week of October.  Generally, reports were better than expected but tempered by management concerns related to the current state of the global...

Financial Independence, Retire Early (FIRE)

What Is Financial Independence, Retire Early (FIRE)? Financial Independence, Retire Early (FIRE) is a movement of people devoted to a program of extreme savings and investment that aims to allow them to retire far earlier than traditional budgets and retirement plans...

Weekly Market Commentary

Weekly Market Commentary – 10/22/2021 -Darren Leavitt, CFA US financial markets rallied throughout most of the week, with the S&P 500 touching a new intraday high and the Dow closing at a new all-time high.  Corporate earnings dominated the headlines and...

SPOUSE AS IRA BENEFICIARY

By Andy Ives, CFP®, AIF® IRA Analyst When a married IRA owner dies, the surviving spouse is oftentimes the beneficiary. Of course, there are instances where a trust might be named as IRA beneficiary, or the children or a charity or someone else is listed. Regardless,...