Weekly Market Commentary

Weekly Market Commentary

Markets forged another set of all-time highs before taking a step back last week as a deluge of information had to be digested by investors.  August 1st was the tariff deadline, and while some deals were made ahead of the deadline, several other countries had their...
7 steps to prepare for your upcoming retirement

7 steps to prepare for your upcoming retirement

Planning to retire within the next 10 years? Taking these actions now could help bolster your portfolio as you approach your planned retirement date. After decades of working and saving, you can finally see retirement on the horizon. But now isn’t the time to...

Reporting a Recharacterization

By Andy Ives, CFP®, AIF® IRA Analyst While the ability to recharacterize Roth conversions was eliminated years ago, Roth contributions can still be reversed. A Roth IRA contribution can be recharacterized to a traditional IRA, or vice versa. To recharacterize an IRA...

Roth IRA vs. Roth 401(k): Which Is Better?

By Ian Berger, JD IRA Analyst Many of you are familiar with the tax advantages that Roth retirement accounts can bring. Although Roth contributions are made with after-tax dollars, the contributions grow tax-free, and earnings also come out tax-free after age 59½ if a...