Weekly Market Commentary

Weekly Market Commentary

US markets ended the New Year holiday-shortened week with losses.  Mega-cap Technology issues sold off on low volume, as did Financial and Consumer Discretionary sectors.  That said, the S&P 500 posted its third straight year of double-digit gains as investors...
Why Annuities Can Be a Great Fit Heading Into 2026

Why Annuities Can Be a Great Fit Heading Into 2026

As we move into 2026, many investors are asking the same question: How do I protect what I’ve built—without giving up the ability to grow? That’s exactly where annuities can play a meaningful role. Annuities aren’t for everyone, and they’re not “one-size-fits-all,”...

Best of the 2025 Slott Report

By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit of year-end lists, we present the “Best of the 2025 Slott Report.” Here are the retirement account...

Grinch Gifts: Penalties and Missed Opportunities

  By Andy Ives, CFP®, AIF® IRA Analyst The Grinch likes it when things go horribly wrong. He likes it when rambunctious pets tip over Christmas trees. He likes it when festive lights get terribly tangled, and he likes it when holiday cards are lost in the mail....
Weekly Market Commentary

Weekly Market Commentary

The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs.  Mega-cap Tech assumed its leadership role with the semiconductor sector having relative strength.   Nvidia announced a $20 billion deal...