About admin

This author has not yet filled in any details.
So far admin has created 55 blog entries.

When Good Parenting is Following Your Own Ambitions

Two years ago this week I started my own firm and became a business owner. I always had an entrepreneur’s mindset and had wanted to be a business owner. I was working for a great firm and had learned a lot there, but I had my own ideas of how I wanted to do things [...]

By |2019-07-15T20:39:39+00:00April 12th, 2019|Blog, Resources|0 Comments

Could a Roth IRA Conversion Increase Your Wealth?

The reduction in marginal tax brackets that came from the Tax Cuts and Jobs Act passed in 2017 has made it even more advantageous to utilize a Roth IRA conversion. You can convert pre-tax retirement assets at today’s lower marginal rates and never pay income tax again on that money. It can play a significant [...]

By |2019-04-01T16:51:18+00:00April 1st, 2019|Blog|0 Comments

Why Should You Diversify?

As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World ex USA Index [...]

By |2019-01-14T22:08:51+00:00January 14th, 2019|Resources|0 Comments

Q4 2018 Market Review Slides

In the fourth quarter of 2018 we saw increased wages, an increase in jobs, and Q3 earnings surge. However, risks such as trade tensions, the Federal Reserve tightening monetary policy and a lack of qualified workers to sustain current growth led to volatility and pullbacks across all markets. Though stocks do not seem overvalued when [...]

By |2019-01-14T19:31:48+00:00January 14th, 2019|Resources|0 Comments