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Mission

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Reviews

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Blog

Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The final week of August was all about NVidia's second-quarter earnings results and the Fed's preferred measure of inflation, the PCE. Expectations for NVidia's earnings were so high that some decided to throw pre/post-earnings parties to...

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6 Retirement Savings Changes To Expect in 2025

6 Retirement Savings Changes To Expect in 2025

Big changes are coming to retirement savings in 2025. The shifts in retirement planning come after Congress passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) in 2019 and its 2022 follow-up, the SECURE 2.0, which further expanded and...

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New Rules: Aggregating Year-of-Death RMDs

By Andy Ives, CFP®, AIF® IRA Analyst In my August 19 Slott Report (“Year of Death RMD – Deadline Extended!”), I wrote about the required beginning date, who takes the year-of-death required minimum distribution (RMD), and the deadline for taking that distribution....

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US financial markets inked another week of gains as investors cheered what they heard from global central bankers at the Jackson Hole Economic Symposium. In fact, the bulk of the gains were made on Friday after Fed Chairman Jerome Powell...

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