Weekly Market Commentary

-Darren Leavitt, CFA US equity markets forged another set of new highs in an extremely busy week on Wall Street.  Global Central Banks took center stage, headlined by the Bank of Japan, the US Federal Reserve, and the Bank of England.  The BOJ, as expected, moved away...
3 Ways Retirement Planning is Changing in 2024

3 Ways Retirement Planning is Changing in 2024

The calendar page has turned and 2024 is well on its way. Before we get too far down the road, be sure to check out these changes around retirement savings. Every so often the federal government approves changes to the contribution limits for tax-advantaged retirement...

WHAT IS RETIREMENT? FANTASY VS. REALITY

By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on X: @theslottreport   Three times a week, every week, we add to the Slott Report. Two article entries and a mailbag. All factual, measurable information. “This is what to consider when you name a trust as your...

HOW SECURE 2.0 IMPACTS COMPANY PLAN IN-SERVICE WITHDRAWALS

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport Retirement plan funds are designed for retirement, but Congress continues to make it easier for employees to pull out those funds while still working. The SECURE 2.0 law adds several new in-service...