Blog Posts
Proposed Regs Bring New Rules for Spouses Beneficiaries When Death is Before the RBD
By Sarah Brenner, JD Director of Retirement Education Of all the many provisions in the SECURE 2.0 Act, none has been more perplexing than Section 327, which changed the rules for spouse beneficiaries. It has been hard to figure out what Congress intended in drafting...
July 2021 Market Review and Outlook
Monthly Market Review for July 2021 -Darren Leavitt, CFA US equity markets forged new all-time...
June 2021 Market Review and Outlook
Monthly Market Recap - June 2021 -Darren Leavitt, CFA US financial markets were able to rally to...
May 2021 Market Review and Outlook
-Darren Leavitt, CFA Financial Markets ended the month of May with mixed results. A prominent...
March 2021 Market Review and Outlook
-Darren Leavitt, CFA A prominent rotational trade out of mega-cap growth stocks into...
January 2021 Market Review and Outlook
-Darren Leavitt, CFA Financial markets started 2021 in strong form but lost some ground in the...
December 2020 Market Review and Outlook
-Darren Leavitt, CFA Financial markets rallied in December on the prospects and ultimate agreement...
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