• By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Maybe you made a Roth IRA contribution for 2022 and then[...]

    Read more

    Monthly Commentary - June '22 -Darren Leavitt, CFA It was just an ugly month of June for investors and for that matter the 1st half of 2022.  [...]

    Read more

    Weekly Market Commentary - 6/24/2022 -Darren Leavitt, CFA In a holiday-shortened week, financial markets bounced out of extreme oversold [...]

    Read more

    Monthly Market Commentary – April ’22 -Darren Leavitt, CFA Global financial markets had a rough month in April. Inflation continued to be [...]

    Read more

    Monthly Market Commentary - March '22 -Darren Leavitt, CFA In March, global financial markets continued to be volatile, focused on the [...]

    Read more

    Monthly Market Recap for January 2022 -Darren Leavitt, CFA It was not a pleasant start to 2022 for investors as global financial markets took a [...]

    Read more

    -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[...]

    Read more

    -Darren Leavitt, CFA September proved again to be a difficult month for financial assets.  A narrative that the growth of global economies has [...]

    Read more

    -Darren Leavitt, CFA Global markets rallied in August as economic data revealed strength across the globe.  However, delta variant infection rates[...]

    Read more

    Monthly Market Review for July 2021 -Darren Leavitt, CFA US equity markets forged new all-time highs in July despite fears of a slowdown in [...]

    Read more