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.”

Why You Should Take Your 2025 RMD Now

  By Sarah Brenner, JD Director of Retirement Education   The deadline for most retirement account owners to take their 2025 required minimum distribution (RMD) is December 31, 2025....

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Inherited IRAs – Bankruptcy Protection?

By Andy Ives, CFP®, AIF® IRA Analyst Just over 10 years ago, in June 2014, the U.S. Supreme Court ruled unanimously, 9-0, that inherited IRAs are NOT protected in bankruptcy under federal law. The...

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Weekly Market Commentary

Darren Leavitt, CFA US financial markets were extremely busy last week as a rush to download a Chinese AI platform called Deep Seek from Apple’s App Store seemingly changed the narrative around...

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Are HSAs Going Roth?

By Sarah Brenner, JD Director of Retirement Education Many of the provisions of the Tax Cuts and Jobs Act are scheduled to expire at the end of 2025. There are currently a number of proposals in the...

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Weekly Market Commentary

Darren Leavitt, CFA Wow, what a week! US markets were closed on Monday for Martin Luther King Jr. Day, and Donald Trump was inaugurated as the 47th President of the United States. It was a historic...

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A Checklist for Retiring in 2025

Our checklist for retiring next year includes everything you need to do before the retirement party. Only you can know if you're ready for a checklist for retiring in 2025. If you’re 60 or getting...

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