Skip to main content

Q1 2019 Recap & Commentary

Thankfully, the financial markets rebounded strongly from the dismal end to 2018. If we had to summarize the Q1 2019 market performance in a sentence, it would be this. Markets rebounded strongly from the fourth quarter selloff but began slowing as global growth fears and recession risks increased. As a … Continued

Read More

How are Roth & Traditional IRAs different?

Coke vs. Pepsi, Mayonnaise vs. Miracle Whip, Twizzlers vs. Red Vines, some conversations go on until the end of time. However, the first item listed in each pair is clearly the superior option. A major investment discussion is undoubtedly tax-free vs. tax-deferred retirement accounts. Though both are examples of tax-advantaged … Continued

Read More

Estate Management Checklist

Do you have a Will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have Healthcare Documents in place? Healthcare documents spell out your wishes for healthcare if … Continued

Read More