5 Clear Cut Signs You Need to Consider A Roth Conversion

2021-11-10T03:35:44+00:00October 1, 2021|Blog, Investments, Retirement|

To do a Roth conversion or not to do a Roth conversion, that is the question.  A Roth conversion presents a strategic avenue for high-earners to take advantage of a Roth IRA while not contributing directly.  While Roth conversions grant increased access to this coveted account, there are several factors to consider before initiating a conversion. Let’s take a look at five telltale signs a conversion may or may not be a good move for [...]

Market Commentary: Week Ending 4/29/2011

2011-05-02T12:27:05+00:00May 2, 2011|Market Commentary|

Total Returns % 1 Week YTD Dow Jones Industrial Average +2.43% +10.65% NASDAQ Composite +1.89% +8.32% S&P 500 Index +1.96% +8.43% Russell 2000 +2.32% +10.42% U.S. Aggregate Bond Index +0.66% +0.67% MSCI All Country World +2.47% +8.29% Source: Yahoo! Finance.  Data through 4-29-11 The final week of April finished on a high note, making April the best month for stocks year-to-date.  The strong performance was the result of strong corporate earnings, continued low interest rates, [...]

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