Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Equity and fixed-income markets sold off for the second consecutive week as the Federal Reserve delivered an expected twenty-five basis-point rate cut but pivoted to a much more hawkish stance for 2025, where the committee now expects only two...
Retirees’ Credit Card Debt Levels Are Climbing

Retirees’ Credit Card Debt Levels Are Climbing

Key Takeaways An Employee Benefit Research Institute survey found that more than two-thirds of retirees had outstanding credit card debt in 2024, up from 40% in 2022. Even though inflation has cooled, high prices weigh on retirees. Almost a third of retirees said they...

4 Things to Know About Rollovers Between Calendar Years

By Sarah Brenner, JD Director of Retirement Education   The IRA rollover rules are always tricky. However, if you are rolling over an IRA distribution when the calendar year changes, the rules can become especially challenging. Here are four things you need to...