The S&P 500’s long winning streak of nine consecutive years with positive total returns came to a halt in 2018 with the widely-followed index retreating by -6.5% (-4.5% including dividends). After suffering a double-digit correction in the first quarter, the market climbed back to fresh highs over the summer before retreating again in the ...Read More
Falling household income is generally not a desirable situation. However, there may be a tax-saving silver lining to earning less money coming in the form of a Roth IRA conversion.
A Roth IRA conversion occurs by taking funds held in a pre-tax IRA and converting them into post-tax Roth IRA funds. The goal of this strategy is to pay taxes now ...Read More
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A Wallet in the Sock
by Steven M. Sheldon, CFA
A Wallet in the Sock (WITS™) will help you keep your wits about you! Steven M. Sheldon takes a personal anecdote involving his dad's unorthodox vacation planning techniques and turns it into a powerful, new metaphor for achieving financial security and peace of mind.