Sometimes A Traditional IRA Contribution is NOT Tax Deductible A traditional IRA is a great option for clients looking to save for retirement in a tax-deferred account. However, there are many factors to consider [...]
Are you curious? While there are a few elements to a backdoor Roth contribution strategy, with the right counsel it can be quite simple. Review the checklist below to see if you qualify. This [...]
Market Whiplash As in most years, there was no shortage of reasons to be pessimistic in 2021. Despite these headwinds, the US economy is surprisingly doing quite well. Businesses are hiring at a rapid pace [...]
Why Slower GDP Shouldn't Worry Long-term Investors The business cycle is advancing despite a number of investor concerns, one quarter after the economy returned to pre-pandemic levels. And while the pace has decelerated, this is [...]
The New Expansion Of late your focus may have been on billionaires launching themselves into space, chiropractor visits from your crypto portfolio whiplash, still undecided tax legislation, refinancing debt, or simply watching the British [...]
Intricacies in the Indices As we begin the second quarter and reflect on the year past, it would be an understatement to say that investors faced historic challenges over the past 12 months. Grappling [...]
A Time for Reflection The year 2020 will forever be etched in our minds as a year of many challenges, but also provided a time of coming together to support one another, a time [...]
You Are In Control If you are one who feels you are just a skin encapsulated bag of tendons and bones, victim to the world and outer circumstances, stressed out is only the beginning [...]
The Economy and The Virus Not since the 1960s and 70s has the United States experienced upheaval like it is experiencing today. We have protests (both peaceful and otherwise), and a massively divided political [...]
An Economic Cliff or a Pothole “Riding out this historic decline is how investors will earn the premium returns of stocks when the firestorm of terror burns itself out and the permanent advance resumes." [...]
