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Making Lemonade Out of Lemons: Roth IRA Conversions

The recent equity downturn has provided an opportunity for a Roth Conversion. A Roth conversion allows funds to be moved from a Traditional IRA fund to a Roth IRA. Investors must pay tax on the conversion at the time, but…
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10 Years Later, Lessons from the Financial Crisis

By Caleb Silver | Updated September 10, 2018 — 3:29 PM EDT Originally Posted on Investopedia.com. It’s anniversary season this Fall, although commemorating ten years since the financial crisis may not be the kind of party we should be poppin’ bottles for. We’ve…
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Investment Vehicles

Did you miss our last Client Briefing? We discussed a variety of investment vehicles and the reasons our advisors choose the ones we do. We host a gathering at our office 1x per month to discuss market activity and other…
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Prepare for a New Supercycle of Innovation | WSJ

A financial crisis opens the economy to new forms of growth—which are about to start pouring down. By  John Michaelson | May 9, 2017 6:42 p.m. ET Adverse events usually flow from a world financial crisis: unemployment, political turmoil and…
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What Does Trump’s Election Mean To The Markets?

“Surprise!  Surprise!  Surprise!” as Gomer Pyle used to say on the Andy Griffith Show.  Donald Trump is our president-elect. As of December 1, the S&P 500 is up 2.7% or 44% annualized; the Dow is up 4.3% or 71% annualized.…
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5 Things Low Interest Rates Tell Us

On Friday, July 5th the 10 year US Treasury rate hit a historic all time low. The yield bottomed out at 1.357%. Here is what we can learn from our “low-interest-rate-world:” Democracy rules The United States is still the safe…
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Why This Recovery Is So Lousy | WSJ

Don’t Believe the line that slow growth is inevitable after financial crises. Bad policies yield bad results. By PHIL GRAMM and MICHAEL SOLON Aug. 3, 2016 7:24 p.m. ET George Segal’s ‘The Depression Breadline’ sculpture in Washington, D.C. | PHOTO:…
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