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The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Financial Solutions, deems reliable but in no way does Financial Solutions guarantee its accuracy or completeness. Financial Solutions had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Financial Solutions. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Financial Solutions, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

 

Weekly Market Commentary

Weekly Market Commentary

US equity markets took a step back last week in what turned out to be a very busy week.  Increased yields on the long end of the curve prompted Treasury Secretary Scott...

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Weekly Market Commentary

Weekly Market Commentary

The S&P 500 forged a new all-time high as investors recalibrated interest-rate-hike expectations after an in-line print of the Consumer Price Index and a...

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Weekly Market Commentary

Weekly Market Commentary

Giddy up!  US equity markets ripped higher in the first week of August as 2nd quarter earnings continued to impress.  According to FactSet, 88% of the S&P 500 have...

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Weekly Market Commentary

Weekly Market Commentary

It was an extremely busy week on Wall Street, with investors having to assess increased geopolitical tensions in the Middle East alongside a deluge of corporate...

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Weekly Market Commentary

Weekly Market Commentary

US equity indices declined for a second consecutive week despite a strong start to second-quarter earnings. With just over 25% of the S&P 500 reporting, top- and...

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Weekly Market Commentary

Weekly Market Commentary

Markets took a step back last week despite a better-than-expected start to second-quarter earnings and benign inflation data.  Semiconductor names continued to come...

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US markets finished the week mixed in volatile trade.  The rotation from technology into other parts of the market reversed this week, as leadership from mega-cap tech...

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Weekly Market Commentary

Weekly Market Commentary

The holiday-shortened week saw the end to the best 2nd quarter in six years as the S&P 500 added over $8 trillion in market value.  The Semiconductor sector...

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Weekly Market Commentary

Weekly Market Commentary

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...

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Taylor Fialkowski) or (Financial Solutions) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Financial Solutions.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

The Look-Through Rules for Trusts

By Sarah Brenner, JD Director of Retirement Education The SECURE Act, the SECURE 2.0 Act, and subsequent regulations have brought us a complex set of rules for IRA...

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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Financial Solutions, deems reliable but in no way does Financial Solutions guarantee its accuracy or completeness. Financial Solutions had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Financial Solutions. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Financial Solutions, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

Medicare Myths That Could Cost You Money in Retirement

Medicare Myths That Could Cost You Money in Retirement

For many Americans, Medicare is one of the most valuable benefits they'll ever receive. Yet every year, countless individuals make important healthcare decisions based on misinformation or outdated advice. The truth is, understanding how Medicare works doesn't have to...

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