Dolan Capital Advisors, Inc.

Insights

IRS Finalizes Required Minimum Distribution Rules for Non-Spouse Beneficiaries

Since its passing at the end of December 2019, the SECURE Act left many non-spouse retirement account beneficiaries in limbo regarding the taking of Required Minimum Distributions.

Short Bursts & Marketing Timing

Over longer investment horizons, small cap stocks have tended to outperform large cap stocks. However, this outperformance may take a decade or more to be noticeable.

Presidential Elections & Your Portfolio

Should you make big changes based on what happens in November?

Market Review - 2nd Quarter 2024

Q2 2024 Performance and Timeline of Events

A New Number 1

Nvidia Surpasses Microsoft for Most Valuable Company

Return of the “Degens”

Keith Gill and his band of meme-stock degenerate traders are back.