Backdoor Roth IRA Contributions for High Earners
In the middle of the tax filing season for 2022, many investors may wonder about making contributions to a non-employer retirement account for the prior tax year...
Fastening Our Seatbelts for 2022!
Last October, I wrote about the need to be prepared for typical fourth quarter volatility. Well, it looks like it was postponed until 2022 and all crammed into January.
It's a Most Wonderful Time to Invest by Nate Eads, CFP®
(to the tune of “It’s the Most Wonderful Time of the Year”) It's a most wonderful time to invest, Stock prices have fallen, Should I go all in, or continue to divest?
Tax Loss Harvesting to Save on Current and Future Taxes by Brian Fritzsche, CFP®, CFA, CRPC®
As several areas of the market continue to make all-time highs, there might not be many assets in a portfolio that have lost money since being purchased. However...
What is an RMD and Do I Need One?
As we approach the end of the year, many investors might be needing to take a required minimum distribution (RMD) from a retirement account, either one that they own...
Importance of Keeping Perspective by Jack Moller, CFP®
Before writing this post, I looked up Webster’s online dictionary and, among others, found the above definition for the word “perspective”. And, honestly, as I recently “celebrated”...
