Broker Check

Blog

Wednesday, August 10, 2022

Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...

 

Thursday, July 7, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

 

Friday, January 14, 2022

 

Wednesday, October 20, 2021

For the time being, Inflation remains persistent. I'm linking two articles; the first from Bloomberg, the story I think you already know, that in September, inflation grew at a fast pace U.S. Consumer Prices Outpace Forecast as...

 

Wednesday, October 13, 2021

https://www.wsj.com/articles/social-security-cola-increase-2022-11634067648?st=e8v0gt1112njth1&reflink=desktopwebshare_permalink There's a reason for the increase (INFLATION): Not necessarily good news!

 

Show All

Tuesday, August 10, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

 

Tuesday, July 27, 2021

On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.1This...

 

Tuesday, July 6, 2021

Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...