by fwsadmin | Mar 5, 2023 | Weekly Market Commentarfy, Weekly Market Commentary
Weekly Market Commentary – 3/3/2023 -Darren Leavitt, CFA US equity markets bounced on oversold conditions and their ability to hold key technical levels this week. The S&P 500 broke its 50-day moving average (3980) and then tested the 200-day moving average...
by fwsadmin | Mar 3, 2023 | Uncategorized
If you have a dream destination in mind, careful planning and a willing boss could help you make the move ahead of schedule Rob Nehrbas was winding up his career as an executive at an Arizona-based laser device company he’d sold to a bigger competitor when he realized...
by fwsadmin | Mar 2, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Question: Can an Education Savings Account (ESA) be rolled into a Roth IRA under the recently enacted SECURE 2.0? 529 plans clearly can – beginning in 2024 – but I have found no...
by fwsadmin | Mar 1, 2023 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport Last week the Ed Slott team hosted another highly successful and sold-out 2-day advisor training program at Caesar’s Palace in Las Vegas. Over 250 financial professionals from across the...