Mega Backdoor Roth IRA – what is it?
Does your 401(k) offer an after-tax component? If so, you might be eligible to take advantage of the “Mega Back Door Roth IRA strategy.”
Quarterly Investment Commentary – Q1 2021
It is hard to believe that we have been dealing with Covid-19 for over a year now. Remember where we were at the end of the first quarter of 2020: the longest bull market run in history had ended, we experienced the fastest bear market in history, and we were all...
The American Rescue Plan of 2021
President Biden announced The American Rescue Plan of 2021 in January and signed it into law on March 11th in response to those affected by the COVID-19 crisis. This includes support for individuals, small businesses, state and local governments, schools, industries...
Volatility Is Your Friend
For most investors, volatility in the stock market creates more fear than almost anything else. Bear markets (measured by the S&P 500 being down 20% or more) and smaller corrections (measured by the S&P 500 being down 10%) are enough to cause the common...
Should We Be Concerned About Inflation Right Now?
Inflation is the effect of the goods and services you like to consume getting more expensive over time. Another way to look at inflation is the money you use to buy things becoming less valuable, so you need more of it to purchase the goods and services you consume.
Fixed Income – How Do We Use It Effectively In A Portfolio
What role does fixed income play in your portfolio? How do we squeeze return out of bonds in today’s ultra-low interest rate environment? We have often discussed or written about the topic of the premium that equity investors may receive over time in...