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Weekly Market Commentary

Weekly Market Commentary

US financial markets regressed in choppy trade.  The narrative around the disruptive nature of AI continued to impact markets.  Rotation away from growth and mega-cap...

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Weekly Market Commentary

Weekly Market Commentary

Investors endured a volatile week on Wall Street as 4th quarter earnings continued to roll in.  Concerns about massive capital expenditures resurfaced after Amazon and...

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Weekly Market Commentary

Weekly Market Commentary

Markets ended the week mixed.  With just over a third of the S&P 500 having reported fourth-quarter earnings, this earnings season appears much better than...

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Weekly Market Commentary

Weekly Market Commentary

Global equity markets finished the week mixed, with US markets posting their second straight week of losses.  Geopolitical concerns and trade tensions were top of mind...

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Weekly Market Commentary

Weekly Market Commentary

US financial markets ended the week with mixed results as investors assessed the first week of fourth-quarter earnings.   Earnings results from the banks initially...

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Weekly Market Commentary

US equity markets notched new highs in the second week of the new year, even as geopolitical tensions increased in several regions.  The new highs came on a broadening...

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2026: Here We Go Again!

By Andy Ives, CFP®, AIF® IRA Analyst It’s a new year, and the slate is wiped clean. Here we go again! While we are only one week into 2026, there are some important IRA...

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Weekly Market Commentary

Weekly Market Commentary

US markets ended the New Year holiday-shortened week with losses.  Mega-cap Technology issues sold off on low volume, as did Financial and Consumer Discretionary...

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Glad Cleveland) or (Cleveland Financial Solutions) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Cleveland Financial Solutions.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

How In-Plan Roth Conversions Work

  By Ian Berger, JD IRA Analyst In the January 5 edition of the Slott Report, we mentioned that the federal Thrift Savings Plan (for government workers and the...

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Medicare vs. Medicaid: What’s the Difference (and Can You Have Both)?

Medicare vs. Medicaid: What’s the Difference (and Can You Have Both)?

If you’re new to Medicare or helping a loved one, it’s easy to mix up Medicare and Medicaid—they sound similar, but they’re very different programs. The good news: once you understand the basics, it becomes much easier to choose coverage confidently and avoid costly...

Medicare in 2026: What’s New, What Costs More, and What to Review Now

Medicare in 2026: What’s New, What Costs More, and What to Review Now

Medicare costs changed in 2026—Part B premiums and deductibles are higher, Part A hospital costs increased, and Part D now has a firm annual out-of-pocket cap. Here’s what beneficiaries should review and why it matters. The 30-second takeaway 2026 brought higher Parts...

Medicare Checkup: 7 Smart Moves to Start the Year Confident

Medicare Checkup: 7 Smart Moves to Start the Year Confident

Medicare is not “set it and forget it.” Plans, provider networks, drug formularies, and costs can change each year—sometimes in ways that surprise people after they’ve already scheduled appointments or refilled prescriptions. A quick annual Medicare checkup can help...

Medicare & You: Your 2026 Checklist for Smarter Coverage and Lower Costs

Medicare & You: Your 2026 Checklist for Smarter Coverage and Lower Costs

As we head into 2026, Medicare remains one of the most important (and misunderstood) parts of retirement. The good news: you don’t have to “figure it out” alone. A few smart, proactive moves can help you avoid common mistakes, reduce out-of-pocket surprises, and feel...