Have you heard the term “bond market dysfunction” and wondered what it is? How will bond dysfunction affect you? Should you be worried?
To Roth Convert, or Not to Roth Convert, That Is the Question
Why would you convert a traditional IRA or 401(k) to a Roth IRA? The simple answer is to pay less tax in retirement, but there’s more to it.
President Trump, The Economy, And Your Investments
Let’s discuss President Trump’s policy changes and how they might affect the economy, your financial plan, and investments.
Roth Conversions – Worth Thinking About?
Roth conversions are a hot topic these days. Is it a good idea to convert IRAs to Roth IRAs? If so, when and how much?
Putting Your Money to Work
The idea of “putting your money to work” is appealing, but what does that really mean? Let’s rethink and discuss the risks that come with it.
Investing in the Trump Era
Now that the new administration has begun, what impact will the Trump era have on the market and investment returns?
Should Gold Be a Part of Your Portfolio? (Part 3)
Thinking of adding gold to your investment portfolio? How does gold stack up to stocks and bonds as investments?







