Roth Conversions in Bear Markets
Named after Senator William Roth, the Roth IRA is a unique type of individual retirement arrangement (IRA) that was introduced by the Taxpayer Relief Act of 1997.
My Fourth "Panic Market"
During this coronavirus-induced market crash, the stock market has fallen nearly 30% from its mid-February all-time high. At some point the marking down will cease and those who have been able to take advantage of the lower prices will be happy to have done so.
Why Should We Diversify?
After a year in which the S&P 500 rose over 30% and U.S. stocks continued to outperform their international counterparts, it can be tempting to focus on the best...
Who’s To Know, Who’s To Know, Who’s To Know?
Oh the weather outside is frightful But US stocks have been delightful Will the market continue to grow? Oh the weather outside is frightful...
When Should You Refinance Your Mortgage?
Since its recent peak of roughly 3.25% in November of 2018, the yield on the U.S. 10-year Treasury note has steadily fallen to a mid-October level of around 1.75%.
Fall Financial To-Do List
Cooler weather, kids back in school, football, and every possible food item becoming pumpkin flavored: all signs that fall is upon us and we are closing in on the last quarter of the year.
