Entries by External Author

New Highs – Deja Vu All Over Again

Download Full Report This article was authored by: Mott Capital Management The S&P 500 Index is hitting new highs, but not all investors are celebrating. We are back to just a handful of stocks driving the market, and unfortunately, despite the significant market movement in the spring, the market’s mentality hasn’t changed. An investor outside […]

Market Impact of Israel-Iran Conflict

Download Full Report This article was authored by: Lance Roberts The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated, oil prices surged by more than 10% in a matter of days. Gold and the U.S. dollar rallied as investors moved into safe-haven assets. What is crucial for investors to […]

Tariffs Are Not An Inflation Risk

Download Full Report This article was authored by: Lance Roberts Inflation is a general increase in the prices of goods and services. Changes in inflation are a function of fluctuations in actual demand for goods and services (also known as demand shocks, including changes in fiscal or monetary policy or recession), changes in available supplies […]

Repeal of WEP GPO and Retroactive Benefits

Download Full Report This article was authored by: FEDweek Staff Repeal of the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) requires the SSA to recalculate benefits of those affected by those reductions and starting the clock toward retroactive payments dating to January 2024. WEP reduces a Social Security benefit earned through the employee’s […]

Credit Card Balances Surpass $1 Trillion

Download Full Report This article was authored by: Gabriella Cruz-Martinez Americans with credit card debt won’t see relief even after the Federal Reserve decided against hiking its benchmark rate last week. Their situation may even get a bit worse next year, at least temporarily. “Though inflation has probably peaked, delinquencies are rising and so are […]

ICMA 457: Emergency Withdrawal Packet

Download Full Report Unforeseeable emergencies within a Section 457 deferred compensation plan are very strictly defined by Internal Revenue Code provisions. Deferred compensation is for retirement purposes. Its tax-deferred privileges are granted because funds are not readily available to the participant. A plan not operating in compliance with the Code and IRS regulations is at […]