Monthly
Market Review

“Neither Breneman & Company, PC nor Wealth Management Nebraska, LLC is responsible for any third-party publications, including Weekly Market Commentaries and Monthly Market Reviews contained herein.  Any information in the Commentaries and Reviews is not investment advice but is for educational purposes.”

How Roth IRA Distributions Are Taxed

By Sarah Brenner, JD Director of Retirement Education   Do you have a Roth IRA? If you do, there will very likely come a time when you want to take a distribution from that account. The...

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Weekly Market Commentary

-Darren Leavitt, CFA Economic growth concerns weighed on US financial markets as manic trade policy fostered uncertainty and volatility.  It was a hectic week as investors tried to make sense of...

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RMD Avoidance: Red Flags and Dead Ends

  By Andy Ives, CFP®, AIF® IRA Analyst I appreciate it when reputable financial advisors fight for their clients. It is a pleasure to see a well-educated, experienced professional leave no...

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Weekly Market Commentary

-Darren Leavitt, CFA Growth concerns entered the market narrative as investors continued to look at policy uncertainties on tariffs and the strains on geopolitical relations.  The Trump...

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9 Ways Retirement Will Be Different in 2025

How changes in Social Security, Medicare, 401(k) contributions and more will affect your finances Retirement is not static. Even when the kids are gone and the career is done, your lifestyle and...

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Watch Out for the Once-Per-Year Rollover Rule

By Sarah Brenner, JD Director of Retirement Education Why is it so important to know how the “once-per-year rollover rule” works? Well, that’s because trouble with the once-per year rule is the kind...

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