BLOG POSTS
Tax Info Regarding the 2020 RMD Rollover
The Coronavirus Aid, Relief, and Economic Security Act (CARES ACT) of 2020, enabled any taxpayer with a Required Minimum Distribution (RMD) due from a qualified retirement plan in 2020, a one-time exemption from taking that distribution.
Quarterly Market Update Q4 2020
Join portfolio managers Jason Ranallo and Dan Powers as they discuss recent market movements and trends impacting the economy. Topics: RMD, market recap, MMT, bonds, yield curves, crypto, stimulus, and more.
Smaller RMD Withdrawals Coming in 2022!
Good news! You can look forward to somewhat smaller required minimum distributions (RMDs) from your IRA and company retirement savings plan beginning in 2022.
Interest Rates and the Yield Curve
Studying the US Treasury's Yield Curve can provide some insights into what's going on in the stock market and the economy. Interest rates are important to note but so is the shape of the yield curve.
2020 Recap
“Sometimes you will never know the value of a moment until it becomes a memory.” – Dr. Seuss
2020 is in Hindsight
Our theme this week is 2020 is in hindsight. Jason has four numbers to discuss: 2, 11, 34, and 74. You can keep both eyes open for this last 20/20 update. Happy New Year!
Breadth Rising
Market breadth has been on the rise, a potential sign of a more balanced stock market
During the first 8 or 9 months of the year, market breadth was low; relatively few stocks drove the results of the overall US market but more recently, breadth has been rising.