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The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Mott Tax Advisory Services, deems reliable but in no way does Mott Tax Advisory Services guarantee its accuracy or completeness. Mott Tax Advisory Services had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Mott Tax Advisory Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Mott Tax Advisory Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

 

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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Weekly Market Commentary

Weekly Market Commentary

The Christmas-shortened week produced gains across all major US indices, with the S&P 500 and Dow Jones hitting record highs.  Mega-cap Tech assumed its leadership...

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Weekly Market Commentary

Weekly Market Commentary

US markets finished the week mixed, with a late-week rally in technology mitigating early-week losses.  Micron Technology’s third-quarter results were excellent and...

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Weekly Market Commentary

Weekly Market Commentary

The Federal Reserve, as expected, cut its monetary policy rate by twenty-five basis points to 3.50%-3.75% and tempered expectations for further cuts in 2026.  The...

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Weekly Market Commentary

Weekly Market Commentary

Apprehensive investors pushed markets higher this week, with the small-cap Russell 2000 hitting a new all-time high, while the S&P 500 closed just 50 points below...

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Weekly Market Commentary

Weekly Market Commentary

The holiday-shortened week saw global financial markets trade higher. Increased optimism for a December rate cut, along with some constructive news on the AI front,...

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Weekly Market Commentary

Weekly Market Commentary

Financial markets continued to decline as investors sold AI-related stocks amid valuation concerns, while rotating into more defensive sectors such as healthcare and...

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Weekly Market Commentary

Weekly Market Commentary

Markets were choppy and ended the week with mixed results.  Investors poured into risk assets on the idea that the longest US government shutdown was over, but a more...

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Weekly Market Commentary

Weekly Market Commentary

Well, the market finally had a significant pullback, but not before the S&P 500 and NASDAQ were able to set another all-time high.  The week began with a deal...

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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 (Alan Mott) or (Mott Tax Advisory Services) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Mott Tax Advisory Services.

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

 

Best of the 2025 Slott Report

By Sarah Brenner, JD Director of Retirement Education ‘Tis the season for lists! Best TV shows, best of music and best podcasts. The lists go on and on. In the spirit...

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Holiday Cheers and Jeers

  By Ian Berger, JD IRA Analyst In the spirit of the holiday season, here’s a list of cheers and jeers for the IRS and Congress: Cheers to the IRS: To its credit,...

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By Sarah Brenner, JD Director of Retirement Education The holidays are here and the countdown to year’s end has started. For many retirement account owners, this means...

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The Wonderful, Magical Form 5498

  By Andy Ives, CFP®, AIF® IRA Analyst In a scene from “The Simpsons,” daughter Lisa announces she has become a vegetarian. Homer asks some probing questions. “Are...

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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Mott Tax Advisory Services, deems reliable but in no way does Mott Tax Advisory Services guarantee its accuracy or completeness. Mott Tax Advisory Services had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Mott Tax Advisory Services. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Mott Tax Advisory Services, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

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

 

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...

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Medicare Supplement Plans (Medigap) for 2025–2026

Medicare Supplement Plans (Medigap) for 2025–2026

What to Know About Filling the Gaps in Original Medicare If you’re approaching Medicare or already enrolled, you’ve probably noticed something surprising:Original Medicare (Parts A & B) doesn’t cover everything. That’s where Medicare Supplement Insurance (also...

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