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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

Investors endured a difficult week as the conflict between the US, Israel, and Iran continued.  Iran’s efforts to target US military bases in the region broaden the...

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Weekly Market Commentary

Weekly Market Commentary

US equity markets regressed as several themes that have propelled the market higher over the last couple of years have had to be reassessed. Return on investment from...

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Weekly Market Commentary

Weekly Market Commentary

The holiday-shortened week produced gains across US indices and saw an emerging market ETF break out to all-time highs.  The start of the Chinese Lunar New Year and...

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Weekly Market Commentary

Weekly Market Commentary

US financial markets regressed in choppy trade.  The narrative around the disruptive nature of AI continued to impact markets.  Rotation away from growth and mega-cap...

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Weekly Market Commentary

Weekly Market Commentary

Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in.  Concerns about massive capital expenditures resurfaced after Amazon and...

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Weekly Market Commentary

Weekly Market Commentary

Markets ended the week mixed.  With just over a third of the S&P 500 having reported fourth-quarter earnings, this earnings season appears much better than...

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Weekly Market Commentary

Weekly Market Commentary

Global equity markets finished the week mixed, with US markets posting their second straight week of losses.  Geopolitical concerns and trade tensions were top of mind...

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Weekly Market Commentary

Weekly Market Commentary

US financial markets ended the week with mixed results as investors assessed the first week of fourth-quarter earnings.   Earnings results from the banks initially...

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Weekly Market Commentary

US equity markets notched new highs in the second week of the new year, even as geopolitical tensions increased in several regions.  The new highs came on a broadening...

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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

 

New Trump Account Developments

  By Ian Berger, JD IRA Analyst With contributions to Trump Accounts expected to begin in just a few months, there are some new developments to report. As a...

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How In-Plan Roth Conversions Work

  By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift Savings Plan (for government workers and the...

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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 Annual Checklist: 7 Smart Things to Review Every Year

Medicare Annual Checklist: 7 Smart Things to Review Every Year

Even if you feel confident in your Medicare coverage, it’s smart to review your plan at least once a year. Costs change. Networks change. Prescription formularies change. And sometimes your own health needs change — which can make a plan that worked last year less...

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