What should I do with my investments right now?
This is a totally reasonable question for someone to be asking. In fact, it’s a question I have asked myself many times over the years and will continue to ask for as long as I do this job. Believe me, if there is a way to reduce my clients’ downside risk without harming their upside potential, I want to know about it at least as badly as you do!
The stock market is down. What should I do?
Why is the headline image for this post a pair of Golden Retriever puppies instead of a scary looking chart of the stock market? Because wouldn't you rather see a picture of a pair of Golden Retriever puppies😊?
Last Chance For Mega-Backdoor Roth IRA Contributions
The backdoor and mega-backdoor Roth IRA contribution/conversion might be extinct after 2021. As part of the Democrats’ House Ways and Means proposal, Roth IRA conversions of after-tax contributions will not be allowed starting in 2022.