OCTOBER 16: DEADLINE FOR CORRECTING 2022 IRA CONTRIBUTIONS

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Maybe you made a Roth IRA contribution for 2022 and then discovered your income was too high. Maybe you contributed to a traditional IRA but later discovered that the contribution...

Weekly Market Commentary

Weekly Market Commentary – 8/26/2022 -Darren Leavitt, CFA Global financial markets were focused for most of the week on economic rhetoric from the annual Jackson Hole Economic Symposium hosted by the Kansas City Federal Reserve.  Throughout the second half of...

Weekly Market Commentary

Weekly Market Commentary – 8/19/2022 -Darren Leavitt, CFA US equities and bonds ended the week lower in an erratic fashion. Technically, the S&P 500 failed to surpass it’s 200- day moving average, which gave reason for investors to take profits. The...

Weekly Market Commentary

Weekly Market Commentary – 8/12/2022 -Darren Leavitt, CFA Weaker than anticipated inflation data released in the second half of the week bolstered the peak inflation narrative and catalyzed the S&P 500 to the fourth week of gains. Of note, on a technical...

Weekly Market Commentary

Weekly Market Commentary – 8/5/2022 -Darren Leavitt, CFA Despite a cautious start to the week, US equity markets posted gains for the third week. A tepid ISM manufacturing report coupled with uncertainties surrounding House Speaker Pelosi’s visit to Taiwan...

Weekly Market Commentary

Weekly Market Commentary – 7/29/2022 -Darren Leavitt, CFA Investors faced the busiest week of the year as 175 companies representing 50% of the S&P 500’s market capitalization reported 2nd quarter earnings. The results were mixed and produced drastic swings...