Best of the 2025 Slott Report

By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit of year-end lists, we present the “Best of the 2025 Slott Report.” Here are the retirement account...

Grinch Gifts: Penalties and Missed Opportunities

  By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas trees. He likes it when festive lights get terribly tangled, and he likes it when holiday cards are lost in the mail....
Weekly Market Commentary

Weekly Market Commentary

The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs.  Mega-cap Tech assumed its leadership role with the semiconductor sector having relative strength.   Nvidia announced a $20 billion deal...
Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm)

Heading into 2026: A Smart Retirement Checkup (Without the Overwhelm)

As we turn the page into 2026, it’s the perfect time to run a simple “retirement checkup.” Not a stressful deep dive. Just a clear look at a few areas that tend to make the biggest difference—because small adjustments now can help protect your lifestyle later. Whether...