by David G. Wilson, Jr. | Jun 18, 2019 | Monthly Market Update, Newsletters
We separate the relevant from the noise, to bring you timely content that helps you on the path to and through retirement! STATE OF THE MARKETS STATE OF THE MARKETS (S&P 500 +16.39% YTD through 6/18/2019) The S&P 500 Index fell 6.6% in May, following...
by Ashley Micciche | Nov 27, 2018 | Roth, YouTube
In today’s blog post and video, Ashley takes a look at why now is a golden opportunity to consider a Roth conversion. Tax rates “might be the lowest you’ll see for the rest of your life”, creating a window of opportunity to convert to a...