by Kenny | Aug 16, 2026 | Uncategorized
The S&P 500 forged a new all-time high as investors recalibrated interest-rate-hike expectations after an in-line print of the Consumer Price Index and a cooler-than-expected print of the Producer Price Index. The probability of a rate hike in September fell to...
by Kenny | Aug 13, 2026 | Weekly Newsletter
Artificial intelligence is changing nearly every industry, and financial services are no exception. Today, consumers have access to sophisticated calculators, retirement projections, investment research, budgeting applications, and AI-powered tools that can provide...
by Kenny | Aug 13, 2026 | IRA Blog
By Ian Berger, JD IRA Analyst QUESTION: Does each conversion from a traditional IRA to a Roth IRA require a five-year holding period? I have made several conversions and know that taxes are due when conversions are done. But how long must each conversion remain in the...
by Kenny | Aug 12, 2026 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education The SECURE Act, the SECURE 2.0 Act, and subsequent regulations have brought us a complex set of rules for IRA beneficiaries, including trusts. Only individuals who are named on the IRA beneficiary form (or named...
by Kenny | Aug 10, 2026 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Anyone with a traditional IRA can do a Roth conversion. As long as the funds are eligible to be rolled over, they can be converted. With a Roth conversion, traditional IRA funds are moved into a Roth IRA. This movement of funds is...
