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A Black Friday for the Markets

I hope you all had a wonderful Thanksgiving with family and friends! In case you actually left your home for Black Friday shopping (as opposed to shopping online), you may have missed the fact that the markets had their own Black Friday. Potentially troubling news about a new Covid-19 variant combined with relatively light trading [...]

By |2022-12-06T17:59:36+00:00November 29th, 2021|Market Commentary|

Important Roth IRA Conversion Information

Congress made several changes to IRA rules in 2020 and is considering more in the near future.  Legislators are looking to end the so-called “back door Roth IRA” and “mega back door Roth IRA” strategies.  Currently, the back door Roth IRA conversion allows an individual to make a nondeductible, after-tax, contribution to a traditional IRA [...]

By |2022-12-06T17:59:36+00:00November 22nd, 2021|Taxes & Rules|

The Season for Earnings

The clocks turned back over the weekend, which signals we are in the middle of a beautiful fall season and winter is not far away. Another season, earnings season, is also well underway with roughly 90% of S&P 500 companies reporting results. More companies are reporting revenue beats than average and by a wider [...]

By |2022-07-20T18:54:26+00:00November 8th, 2021|Market Commentary|
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