Kyle Discusses Changes In The Tax Code
By Kyle S. PlotkinInvestment Advisor [email protected] Heading into 2025, there was a lot of uncertainty around the tax situation facing Americans for 2026. The income tax rates and brackets created by […]
Kyle Plotkin Analyzes the End of the Third Quarter and the Start of the Shutdown
By Kyle S. PlotkinInvestment Advisor [email protected] It’s hard to believe that we’re already three-quarters of the way through 2025. This year has flown by in what seems like an instant,
Kyle Plotkin Analyzes the End of the Third Quarter and the Start of the Shutdown Read More »
Working with Federal Employees
By Kyle S. PlotkinInvestment Advisor [email protected] Americans who decide to work for the federal government are offered a unique set of benefits both during and after their careers that differ
Key Ages to Know for Retirement Planning
By Kyle S. PlotkinInvestment Advisor [email protected] When it comes to retirement planning, the earlier you start, the better. The sooner you save, the longer your money has to grow. But
Kyle Talks Annuities and the Great Rates Today
by Kyle S. PlotkinInvestment Advisor [email protected] Despite pressure from some corners of Washington, Federal Reserve Chairman Jerome Powell announced this week that interest rates will remain unchanged—at least until September.
Time Flies — And So Do RMD Deadlines
By Kyle PlotkinInvestment Advisor [email protected] One thing I’ve come to realize as I get older is that time seems to move faster and faster. I think back to childhood, when
Market Expectations in Red vs. Blue
By Kyle PlotkinInvestment Advisor [email protected] As I sat down at my desk on Monday morning, I did my usual scan of the headlines and market outlooks for the day. I
More Tariff Talk
By Kyle PlotkinInvestment Advisor [email protected] As Rob discussed in this space last week, the stock market has mostly recovered from the initial shock of President Trump’s “Liberation Day” tariff announcement
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