Weekly Market Commentary

Weekly Market Commentary – 1/21/2022 -Darren Leavitt, CFA It was another brutal week for investors as global markets continued to sell-off. Concerns regarding the path of global central bank policy and a lackluster start of fourth-quarter earnings weighed on...

2022 Is The Year Consumers Discover Value Of Annuities

Harry N. Stout, author and podcast host at the FinancialVerse says that 2022 will be the year that consumers proactively reach out for information and advice to explore the solutions that annuity products can provide to address some of their financial challenges. Here...

Weekly Market Commentary

Weekly Market Commentary – 1/14/2022 -Darren Leavitt, CFA US Financial markets fell across the board as investors got a full dose of Federal Reserve rhetoric and were underwhelmed by the start of fourth-quarter earnings. The S&P 500 was also unable to bounce...

Weekly Market Commentary

Weekly Market Commentary – 1/7/2022 -Darren Leavitt, CFA US financial markets fell in the first week of 2022 after the S&P 500 hit an all-time high on Monday. The release of the December Federal Open Market Committee minutes revealed a much more hawkish Fed....

An Overview of Annuities

Understanding the various types of annuities and how they work If you are considering buying an annuity to provide steady income during retirement, it’s important to understand the different types and how they work. Here’s a look at the fundamentals of...

HITTING THE RESET BUTTON FOR 2022 RMDS

By Ian Berger, JD IRA Analyst Welcome to 2022! One of the big changes in the retirement account world this year will be the calculation of required minimum distributions (RMDs). RMDs for IRA owners and plan participants are calculated using life expectancies from IRS...

December 2021 Market Review and Outlook

-Darren Leavitt, CFA US financial markets rallied in December in volatile trade. It seemed markets would take two steps forward in one week only to give up a step in the following week. The emergence of the Omicron variant rattled markets initially, but investors were...

Weekly Market Commentary

Weekly Market Commentary – 12/31/2021 -Darren Leavitt, CFA Financial market action in the final week of the year was relatively muted.  A mild Santa Clause rally did ensue as seasonal factors such as rebalancing and window dressing kicked in.  Investors got a...