Weekly Market Commentary

Markets finished the week mixed, with a noticeable rotation out of mega-cap technology issues to healthcare, real estate, and consumer… Read more: Weekly Market Commentary

When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great… Read more: The Retirement Tax Trap: Why Keeping More of Your Money Matters More Than Chasing Higher Returns

By Sarah Brenner, JD Director of Retirement Education On July 4, contributions to Trump accounts, a new savings vehicle for… Read more: Trump Accounts Are Almost Here: What Parents Need to Know

Happy Father’s Day to all the fathers out there.  The holiday-shortened week brought gains to US equities and saw the… Read more: Weekly Market Commentary

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Our client has funds left over in her 529 plan. She is… Read more: 529 Plan Rollovers and Investments in Trump Accounts: Today’s Slott Report Mailbag