by Kenny | Jun 28, 2026
Markets finished the week mixed, with a noticeable rotation out of mega-cap technology issues to healthcare, real estate, and consumer staples. Concerns about the return on investment from a massive capital-expenditure binge on artificial intelligence resurfaced. ...
by Kenny | Jun 26, 2026
When people think about retirement, they often focus on growing their investments. They search for higher returns, the next great investment opportunity, or ways to outperform the market. While investment performance is important, many retirees discover that one of... by Kenny | Jun 22, 2026
By Sarah Brenner, JD Director of Retirement Education On July 4, contributions to Trump accounts, a new savings vehicle for children, will become available. In these final days before their launch, we have been getting questions from parents about exactly what they...
by Kenny | Jun 21, 2026
Happy Father’s Day to all the fathers out there. The holiday-shortened week brought gains to US equities and saw the Japanese and South Korean markets forge new all-time highs. The signing of a memorandum of understanding between the US and Iran extended the... by Kenny | Jun 18, 2026
By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: Our client has funds left over in her 529 plan. She is not working. Can she roll over the 529 dollars to a Roth IRA? Does she need earned income? Can you do it as a spousal Roth contribution? Thanks, Mary ANSWER: Mary,... 
