What We Know and What We Can Control

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I have never been a proponent of market timing and I certainly can’t  predict the future. But we are currently experiencing an all time high in the market. The question is…How high will it go before we see some sort of correction. Economist agree that the current...

Brexit

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1)  Our financial markets are very fragile right now, and BREXIT is a great indicator of that.  Some of the global markets have opened down as much as 10%.   So if you own mutual funds, ETF’s, actively managed funds, or bonds for that matter, you have exposure to the impact...

Why All the Hullabaloo About Roth IRAs? Should You Really Convert to a Roth IRA This Year

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If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all, so beware of advisors pushing you to convert to a Roth IRA. Many advisors with dollar signs in their eyes are running...

The 2 Things Qualified Plans Actually Do (1 of Which You Really Won’t Like)

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What do qualified plans do? Unfortunately, it is too late to find out what they do when you actually need to access that money, which is why it is important you understand how the Government has actually structured your Qualifed Retirement Plans (401(k), IRA, 403(b), etc…)...