
Retirement Plan Changes: What the IRS Update Means for You
The IRS has issued new guidance on early distributions from retirement plans, providing clarity on exceptions to the 10% additional tax for unforeseeable or emergency personal or family expenses and f...
24 Juli 202446min

InvestTalk 7-22-2024 – CrowdStrike Stock Plummets 13% After Massive IT Outage
CrowdStrike shares tumbled 13% following a global cyber outage caused by a glitchy software update. The incident affected 8.5 million Windows devices worldwide, disrupting various industries and raisi...
23 Juli 202446min

InvestTalk 7-19-2024 – Is a Scarcity Mindset Holding You Back Financially?
In times of economic uncertainty, it's easy to fall into a scarcity mindset, where fear and worry about money can negatively impact your financial well-being. However, by shifting your mindset and ado...
20 Juli 202446min

InvestTalk 7-18-2024 – Market Rotation: Small-Caps Surge, Tech Giants Tumble
A major shift in the stock market is unfolding as small-cap stocks surge while the "Magnificent Seven" tech giants face a significant selloff. How will the recent market shakeup, triggered by cooler i...
19 Juli 202445min

InvestTalk 7-17-24 - Is the AI Bubble Bursting?
A new Goldman Sachs report questions the massive AI spending with little to show for it, suggesting the AI bubble may be deflating. Tech giants are backing away from AI investments, while companies st...
18 Juli 202446min

InvestTalk 7-16-24 - Retirement Account Strategies to Reduce Taxes
Diversifying your retirement savings across pre-tax, post-tax Roth, and taxable accounts can provide flexibility to manage your tax liability in retirement. Understanding the unique benefits and drawb...
17 Juli 202446min

InvestTalk 7-15-2024 - Fed Rule Change: Big Banks to Save Billions?
The Federal Reserve is considering a rule change that could save the biggest US banks billions in capital requirements by adjusting the Global Systemically Important Bank (GSIB) surcharge.ALSO in this...
16 Juli 202446min

InvestTalk 7-12-204 - 6 Best High Interest Earning Strategies for 2024
There are several effective high interest earning strategies - including high-yield checking accounts, money market funds, CDs, and bonds - for investors to explore. Understanding the benefits and dra...
13 Juli 202446min




















