Stock Market Commentary June 2022

Stock Market Commentary June 2022

Dear Friends and Clients, Before we update the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 4.05% Guaranteed for 5 years or...
Stock Market Commentary May 2022

Stock Market Commentary May 2022

Dear Friends and Clients, Before we provide an update on the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you.  For example: 3.60% Guaranteed for...
Stock Market Commentary January 2022

Stock Market Commentary January 2022

Following a profitable 2021, the year 2022 started out with a thud. Fears about a Russian invasion of Ukraine combined with the Federal Reserve taking their foot off the gas pedal scared the markets. The tech-heavy Nasdaq dropped 8.98%, the Russell 2000 dropped 9.66%,...
2021 Market Year-End Review and Predictions for 2022

2021 Market Year-End Review and Predictions for 2022

2021 Market Year-End Review: Challenges & Opportunities In many areas, the year 2021 provided both challenges and opportunities. In our market year-end review, we will highlight some noteworthy developments in the markets and the economy, as well as provide an...
Build Back Better Bill, Tax, and your Roth IRA Conversion

Build Back Better Bill, Tax, and your Roth IRA Conversion

The draft of the Build Back Better (BBB) bill approved by the House on November 19th has many potential benefits to the middle class, but it also creates tax laws that affect 401K, IRA, and Roth IRA, investors.  It has not been approved by the Senate or signed by...