This informative session is a must-listen for owners of IRAs who are heading into retirement. Jeff Otis and Katie Vercio will discuss topics related to required minimum distributions, implications of the recent SECURE Act, Roth IRA conversions, and estate planning considerations.
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Below are Evergreen Gavekal’s Likes/Dislikes for March 27, 2020.
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At the end of last week, David Hay outlined his case that the Fed should – and would – buy enormous amounts of corporate bonds and that the US Treasury might resurrect TARP (also known as the Troubled Asset Relief Program) to stabilize the economy. Evidently Fed-head Jerome Powell is a close follower of Evergreen’s newsletter!
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The fact of the matter is that the last half-dozen years have been exceedingly difficult for investors who like to buy assets, such as stocks, on sale. Instead, since at least 2014, it’s been a case of the US equity market jaggedly marching to higher and higher levels.
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Below are Evergreen Gavekal’s Likes/Dislikes for March 20, 2020.
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