by lportee53 | Jan 6, 2025 | Uncategorized, Weekly Insight
Weekly Market Insights | January 6th, 2025 Stocks Decline Slightly as New Year Dawns Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow...
by lportee53 | Dec 30, 2024 | Weekly Insight
Weekly Market Insights | December 30th, 2024 Holiday Spending Up Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The...
by lportee53 | Dec 26, 2024 | Retirement
Can I Create a Roth if I’m Over the Income Limit Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
by lportee53 | Dec 23, 2024 | Weekly Insight
Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit,...
by lportee53 | Dec 19, 2024 | Retirement
Retirement Strategy After a Job Loss Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off—or if the idea...
