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Will 2021 See a Santa Rally or a Grinch Collapse?
Back in 1972, Yale Hirsch of the Stock Trader's Almanac proposed the existence of the Santa Rally - and it's been a constant source of...

Steve Stern
Dec 23, 20212 min read
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How 529 College Savings Plans Can Also Act As An Estate Planning Tool
When most people think about 529 College Savings Plans, they immediately see them as a tool to help achieve the goal of saving for...

Steve Stern
Dec 9, 20214 min read
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IRA Beneficiary Rules Directly From the IRS
Know what to do if you inherit an IRA from a spouse or someone else As we get older, it is likely that we might inherit an IRA from mom...

Steve Stern
Dec 3, 20214 min read
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