Tariffs and Tumbling Stocks
If you were thinking about selling, I don’t blame you. When markets drop, our instinct is to stop the pain [...]
April
8
January
1
Looking Back and Ahead
Happy New Year!As we welcome 2025, it’s a great time to reflect on the wild ride that was 2024. From [...]
October
26
State of the Markets
Strong Markets Tend to Get StrongerIt’s been another stellar year for risk assets, surprising many investors who expected a slowdown. [...]
August
20
Mega Backdoor Roth Contributions
Maximizing Retirement Savings with Mega Backdoor Roth Contributions The Mega Backdoor Roth IRA is an advanced strategy that we use [...]
April
20
Oversold Within An Uptrend
The average year has roughly 3 pullbacks of 5% or more and as you might have noticed, we just had [...]
January
2
Back from the Dead
As we welcome in 2024, it's impossible to ignore the remarkable resurgence of stocks last year. [...]
October
4
Higher for Longer
Bond yields keep rising and stocks keep falling. That’s been the story of the last two months. The S&P 500 [...]
August
20
Seasonal Stock Weakness & Yields Creep Higher
The seasonally weak month of August has struck again. It has been the worst month for the Dow over the [...]
April
10
Strategic Roth Conversions
As you approach retirement, you'll have to make decisions that can impact your finances for years to come. One important [...]