You don’t need a lucky leprechaun to win in the market and become wealthy!
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The Backdoor Roth IRA Strategy
Here is some information about how the backdoor Roth IRA strategy works and some insight into if it is the right move for you.
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Investing – Traditional vs. Roth IRA
What is the difference between a traditional and Roth IRA? Some background before we dive into the backdoor Roth conversion.
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Your 401k Is Not Your Checking Account!
Do you have a good grasp on which funds are going to be used for each goal? If not, check out what the consequences could be for not utilizing your account correctly.
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Is It Good If All My Investments Are Up?
Most people would think its a great sign if all of their investments are green. I would beg to differ!
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Investing – Create a Portfolio To Handle Volatility
All investors want safe assets that still provide good returns. Which investments are the right tools to utilize for this goal?
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Investing – Your Financial Playbook
In honor of Super Bowl Sunday… let’s talk about what is in your financial playbook!
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Investing – Take Action
The GameStop, AMC and Reddit story is still holding strong. I believe there are some greater lessons that can be learned from this market action.
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Financial Planning – Don’t Skip These Steps
There are some key steps you must take that are even more important than any investing topic we talk about. Please make sure you have these things covered.
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The Great Short Squeeze
What in the world is going on with GameStop, AMC and others? How does this even happen and what are the market implications?
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Correlation Does Not Always Equal Causation
Do higher tax rates automatically equal a market pullback?
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Investing – When Do I Invest My Money?
At what point should I add to my accounts? What is dollar cost averaging? Find out in this episode!
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How We Create Diversified Models
Lately I have been talking a lot about diversification and sector rotation. Here is the inside scoop on how we go about constructing our investment models for all of our clients.
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What Does A Blue Wave Mean For Markets?
As the Senate race unfolds, what is going to take place for investors if Democrats win? In this episode, I take a historical as well as an analytical approach to help you navigate through these times.
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Happy New Year!
We made it to 2021! What are you going to do this year to make sure you reach all of your goals?
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