Should you do a partial Roth IRA conversion?
Almost everyone who I meet with has at least some money in an Individual Retirement Account. Conventional wisdom encourages people to save as much as they can into retirement accounts…
Financial resolutions
At the beginning of each year, many people resolve to change their lives for the better. To those who are looking to improve their financial situation, please find some useful…
Bear market blues
If you have been paying attention to your investment accounts, you may have noticed that the stock market has fallen dramatically this quarter. The S&P 500 closed at 2,924 on…
Is cash a thing again?
For many years, clients stopped asking how much they would earn on their money market accounts because for quite a while, money market accounts weren’t paying any interest at all.…
Market Volatility
The last quarter of 2018 has been very volatile for stocks, compared to the last several years of relative calm. This has made many investors nervous and potentially caused them…
Will your Kids Blow their Inheritance?
For most people who spend a lifetime prudently managing their wealth and their spending habits, the thought of their children recklessly and rapidly blowing their inheritance is disconcerting. According to…
The Stock Market is Eyeing the Upcoming Presidential Election
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