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S&P 500 Shows High Probability of More Gains in Q4

S&P 500 Shows High Probability of More Gains in Q4

When the S&P500 is up more than 10% after three quarters, Q4 has a high probability of more gains.
SEP IRA is Great for Small Business Owners

SEP IRA is Great for Small Business Owners

The SEP IRA is an amazing retirement account that is available exclusively to small business owners. Contributions are tax deductible and contribution limits can be much higher than a traditional IRA.
S&P 500 up 3.6% in September

S&P 500 up 3.6% in September

September is historically the weakest month of the year for the S&P500. However the leading index is bucking that trend in 2025, up 3.6% in the first two weeks of the month. Despite that strength I wouldnt be surprised to see a small pullback in the next few weeks.
Traditional IRAs and Required Minimum Distributions (RMD)

Traditional IRAs and Required Minimum Distributions (RMD)

Traditional IRA owners are required to start taking distributions (required minimum distributions - RMD) at the age of 73. Here are a few bullet points to help IRA owners navigate required minimum distributions.
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