Who Can Use a 10% Penalty Exception?

by | Apr 7, 2025

By Andy Ives, CFP®, AIF® IRA Analyst   As a follow up to the March 26 Slott Report entry that included a full list of the 10% early withdrawal penalty exceptions (“10% Penalty Exceptions: IRAs and Plans”), here we get a little deeper into the weeds on some of the...
Weekly Market Commentary

Weekly Market Commentary

by | Apr 6, 2025

-Darren Leavitt, CFA Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump’s tariffs were higher than anticipated.  Thursday and Friday’s market action resulted in a $5.4...
5 Dos and Don’ts When Lending Money to Loved Ones

5 Dos and Don’ts When Lending Money to Loved Ones

by | Apr 2, 2025

Helping friends or family shouldn’t mean hurting your finances Let’s face it: Money is tight for many people. And if you have loved ones in your life who are struggling financially, you may feel inclined to help them. If you do, proceed with caution. ​​According to a...