PENALTY-FREE IRA DISTRIBUTIONS FOR FIRST-HOME PURCHASE

Sep 2, 2020

By Sarah Brenner, JD Director of Retirement Education Despite the COVID-19 pandemic, or maybe even because of it, real estate markets in many areas of the country are busy right now. If you are considering jumping in, and if this is your first home purchase, coming up...

Weekly Market Commentary

Sep 1, 2020

August 31st, 2020 Chadd Mason, CEO The Cabana Group Is the S&P 500 a True Reflection of the U.S. Economy? The S&P 500 has officially closed out weekly trading at new all-time highs. It is now up nearly 8% for the year. We have watched this “broad” index battle...

August 2020 Market Review and Outlook

Sep 1, 2020

-Darren Leavitt, CFA Global equity markets continued their ascent in August.  Developed international markets increased by 4.72%, while emerging markets increased by 2.89%.  The S&P rose 7.01%, the Dow gained 7.57%, the tech-heavy NASDAQ led gains with a 9.59%...

PERILS OF THE 60-DAY ROLLOVER

Aug 31, 2020

By Andy Ives, CFP®, AIF® IRA Analyst As sure as the sun will rise, someone will take a distribution from his IRA tomorrow. And as sure as the moon will set, someone will fail to roll over his IRA distribution within 60 days. And as sure as the wind will blow, so too...