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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...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The Nasdaq eclipsed the 20,000 level for the first time this week as investors reengaged in buying the mega-cap technology names.  Amazon, Google,...

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Weekly Market Commentary

Weekly Market Commentary

The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs.  Investors cheered the nomination of Scott Bessent as Treasury...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade.  President-elect Trump continued to fill out his cabinet and, late...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 notched its 50th all-time high of 2024 as investors piled into equities after a decisive US election.  Wall Street embraced the...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar.  The S&P...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global markets pulled back last week as investors took the opportunity to reduce some risk before a very close US Presidential election. In the US,...

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Jan Knight) or (Freedom Advisor Group) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Freedom Advisor Group.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

The QCD Dance

  By Andy Ives, CFP®, AIF® IRA Analyst Tis the season for giving, and qualified charitable distributions (QCDs) are a popular way to donate to a favorite charity....

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Who Must Take a 2024 RMD?

By Sarah Brenner, JD Director of Retirement Education   The holidays are upon us. There is shopping to do, gifts to wrap, and parties to attend. Amidst the hustle...

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QCD Timing

By Andy Ives, CFP®, AIF® IRA Analyst   Year after year, this topic continues to bubble up. Confusion exists over when a QCD can be done in relation to the RMD....

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Millions See Cost Savings Under the Inflation Reduction Act

Millions See Cost Savings Under the Inflation Reduction Act

The Inflation Reduction Act (IRA) made significant improvements to Medicare prescription drug access and affordability, including by restructuring the Part D benefit to limit enrollee expenses. Those changes began in January 2024, when the IRA eliminated cost sharing...

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Healthcare.gov Now Open for 2025 ACA Plan Shopping

Healthcare.gov Now Open for 2025 ACA Plan Shopping

Now is the time for people who need health insurance in 2025 to shop for coverage. For those without employer, Medicare, or Medicaid coverage, Healthcare.gov or their state exchange is the place to shop for Affordable Care Act (ACA) plans. Most shoppers will be able...

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Unpacking the changes to Medicare in 2025

Unpacking the changes to Medicare in 2025

Medicare coverage is personal — and changes to those plans and benefits may feel unnerving as it affects one’s overall health and well-being. Originally passed in 2022, the Inflation Reduction Act brought about many changes to Medicare that are now being implemented...

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What If My Medicare Doctor “Opts Out”?

What If My Medicare Doctor “Opts Out”?

Finding a doctor you like and trust can be a long process, so I understand that it can be frustrating when your doctor no longer accepts Medicare. If your doctor has “opted out” of Medicare, this means that he or she no longer accepts Medicare assignment...

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Home health care through Medicare

Home health care through Medicare

It’s important to plan for your health care needs, but sometimes life throws unexpected curve balls. And when that happens, you’ll need to know what’s covered. Fortunately, there are ways you and your loved ones can get the necessary care at home. Here’s what you need...

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