• Cooling Inflation
• 5th Circuit Challenges
• Investing in Fireworks
• RMDs

References:

https://www.bloomberg.com/news/articles/2024-06-22/fed-rate-cuts-latest-key-inflation-gauges-may-offer-path-to-move-in-september?srnd=economics-v2

https://www.thinkadvisor.com/2024/06/21/private-fund-rule-strikedown-puts-more-sec-rules-in-peril/

• May Markets and Economy
• One-Day Settle
• Vacation Planning
• Contingent Beneficiaries

References:

https://www.marketwatch.com/story/economists-see-healthy-job-growth-return-to-growth-in-service-sector-3c82fc1d?mod=home-page

https://www.thinkadvisor.com/2024/05/28/wall-street-moves-to-fastest-settlement-of-trades-in-a-century/

Inflation Relief

Fiduciary Conflict

Planning Your Wedding

What is "Sell in May and Go Away"?

References:

https://www.nytimes.com/live/2024/05/15/business/cpi-inflation-fed

https://www.thinkadvisor.com/2024/05/15/lawmakers-move-to-torpedo-new-dol-fiduciary-rule/

https://corporatefinanceinstitute.com/resources/career-map/sell-side/capital-markets/sell-in-may-and-go-away

• Fed Again
• Fiduciary Lawsuit
• Mom, Take Care of Yourself!
• Taking Social Security When You Work 

References:

https://www.thinkadvisor.com/2024/05/02/new-dol-fiduciary-rule-hit-with-first-lawsuit/

• Sticky Inflation
• Finally Fiduciary
• Turning Dreams to Goals
• Small Business Retirement Plans 

References:

https://www.barrons.com/advisor/articles/department-of-labor-issues-fiduciary-rule-retirement-advice-b190a0dd

https://www.kitces.com/blog/weekend-reading-for-financial-planners-april-27-28-2024

https://www.federalregister.gov/documents/2024/04/25/2024-08065/retirement-security-rule-definition-of-an-investment-advice-fiduciary

• Fed Movements and Inflation
• 10-Year RMD Delayed
• Small Goals Add Up
• When Your Friend is Grieving 

References:

https://www.thinkadvisor.com/2024/04/17/irs-waives-2024-rmds-for-ira-beneficiaries-under-10-year-rule

Quarterly Data

Fed Speak

RoboAdviser Regs

Planning for a Storm

Target Date Funds

References:

https://www.bloomberg.com/news/articles/2024-03-31/asian-stocks-set-to-gain-as-fed-awaits-more-data-markets-wrap?srnd=markets-vp

https://www.thinkadvisor.com/2024/03/27/sec-updates-rules-for-robo-advisors/

https://www.nixonpeabody.com/insights/articles/2024/03/28/the-new-sec-rules-that-will-impact-advisers-that-utilize-the-internet

https://www.sec.gov/files/ia-6578-fact-sheet.pdf

Fed Speak

Fiduciary Update

2024 Taxes

Term vs Whole Insurance

References:

https://www.marketwatch.com/story/fed-still-on-track-for-june-rate-cut-and-2-other-takeaways-from-

powells-press-conference-8dfe3ab3?mod=economy-politics

https://www.thinkadvisor.com/2024/03/19/dol-fiduciary-rules-could-apply-during-years-of-

litigation-limbo/

Fed Rate Cut Schedule

DOLs Fiduciary Timeline

Should You Take Advice From a Leprechaun?

Preparing a Loved Ones Final Tax Return

References:

https://www.marketwatch.com/story/doing-my-mothers-last-tax-return-is-the-hardest-financial-task-ive-ever-had-61dc5b56?mod=beth-pinsker

• Nvidia Earnings
• Anticipated Rate Cuts
• Advisers and Money Laundering Regs
• Risk Tolerance Considerations
• When should I take Social Security benefits?

References:

https://www.marketwatch.com/story/nvidia-now-worth-2-trillion-becoming-only-third-u-s-company-to-hit-that-mark-3f717418?mod=home-page

https://www.marketwatch.com/story/inflation-should-slow-enough-to-spur-interest-rate-cuts-later-this-year-feds-williams-says-361599e4?mod=economy-politics

https://www.investmentnews.com/compliance/news/treasury-proposes-anti-money-laundering-rule-for-financial-advisors-249452