Required Minimum Distributions
By Kyle PlotkinInvestment Advisor [email protected] As retirement-focused financial advisors, one of the key areas we help clients navigate is their annual Required Minimum Distributions, or RMDs. RMDs are part of […]
Today’s Market vs. History
by Kyle PlotkinInvestment Advisor [email protected] As I sit here on Thursday morning ahead of the market open, the S&P 500 is down 8.6% for the year. Market volatility has surged
Market Trends & Patterns
by Kyle PlotkinInvestment Advisor [email protected] In last week’s newsletter, Peter covered the recent stock market volatility and the headlines fueling this roller coaster ride. I’d like to follow up by diving
Growth and Protection at the Same Time
by Kyle S. PlotkinInvestment Advisor [email protected] As Peter discussed above, the volatility of the stock market has been a major concern for many clients in recent weeks and months. With
Inflation Still Cooking
by Kyle S. PlotkinInvestment Advisor [email protected] We’ve talked many times in recent years in this space about inflation. The consensus was that we had moved past the high inflation rates
Tax Season and RMDs
by Kyle S. PlotkinInvestment Advisor [email protected] It’s January, meaning tax season is just around the corner. This year, the IRS has announced that taxpayers can begin filing their 2024 tax
Phone Contacts and Last Names
by Kyle S. PlotkinInvestment Advisor [email protected] The calendar year of 2024 was an expensive one in the Plotkin household. It all started back in 2013, when I purchased a roughly
The Economy Will Do What The Economy Will Do
by Kyle S. PlotkinInvestment Advisor [email protected] So here we are in this weird week between Christmas and New Year’s, when days start blending together and “business as usual” is on
A Second Trump Term & The Markets
by Kyle S. PlotkinInvestment Advisor [email protected] As retirement planners and investment advisors, an important part of our job is to monitor the economic and political situations in the country with