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
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