Oct 13, 2020
October 9th, 2020 -Darren Leavitt, CFA Markets extended their rally last week on optimism around another tranche of stimulus. Value-oriented small-cap cyclicals were in favor and sent the Russell 2000 up 6.4% for the week. The S&P 500 gained 3.8%, the Dow was...
Oct 8, 2020
The world has been in a panic since the outbreak of coronavirus, causing almost unprecedented market volatility. Some have been quick to compare this to the credit crisis of 2008 that lasted five years. Depending on the duration of the health crisis, I foresee it more...
Oct 8, 2020
By Ian Berger, JD IRA Analyst Question: Sir, I inherited an IRA from my sister two years ago. She was collecting RMDs at 78. My question involves collecting my sister’s RMD. Does the 10-year withdrawal go into effect now or do I use the table under my age, which is...
Oct 7, 2020
By Ian Berger, JD IRA Analyst With the recent economic downturn, you may be more concerned than ever about keeping retirement plan funds safe from creditors. If you participate in a plan covered by the federal Employee Retirement Income Security Act (ERISA), you can...
Oct 6, 2020
October 2nd, 2020 -Darren Leavitt, CFA Financial markets rallied last week, putting an end to four straight weeks of losses. Investor optimism was stoked early in the week on news that the Administration and Democrats were working on a fiscal stimulus compromise. ...
