Roth Individual Retirement Accounts (Roth IRAs) are an important planning and tax savings tool. If annual income is high enough to prevent Roth IRA contributions, a backdoor Roth IRA conversion can allow taxpayers to benefit from the tax advantages of a Roth IRA.
As the Fed raises rates, savers are rewarded, borrowing slows, and stocks are stuck in the middle.
In this issue we discuss bear markets, emotions, and opportunities.
We can all agree that life looks a little different in a post-COVID world. Even though many of us were already using electronic payments pre-COVID, there is an increased focus toward contactless payment options from several retailers.
Should your plans change when markets are bearish?
Making the right moves at the right time during volatile markets.
One of the most common questions we hear from clients is, “Where can I invest some cash that is going to be lower risk and provide a better return than my saving account?”. It doesn’t matter if the stock market is at an all-time high or in correction territory, people naturally want to store cash in a safe position receiving a modest return.
High inflation, a hawkish Fed, and a sunken battleship. Is there anything other than bad news to guide investors?
As the weather begins to change and our lives become filled with the joys of spring, let us keep in mind that all is not a bed of roses. Recently, Cybersecurity researchers have discovered a new malware infection spreading throughout the internet.
This quarter’s sell-off has affected both stocks and bonds, even trigging a technical indicator called a “death cross”. Corrections are more common than many believe and, importantly, are part of financial planning.