By Shelby Clements, CPA, CFP®
With several individual retirement account (IRA) options available to investors, it’s important to understand how each IRA works and which is most appropriate for you. In this piece, we’re going to dive into the Backdoor Roth IRA conversion.
If you have been curious about Opportunity Zones, you aren’t the only one. We’ve been researching this topic too and felt it important that we share some helpful knowledge to our clients as well as any investors considering this as a potential investment.
Central Banks globally are using monetary policy to attempt to stimulate economic growth. Many opinions have been written about this idea that Quantitative Easing (QE) could potentially lead the US into a situation where we experience hyperinflation. Some of these articles reference the Weimar Republic of Germany, post WWI or Hungary, post WWII as baselines of countries that used to
Just as a car salesperson uses the "blue book" to gauge the approximate price for a newly acquired vehicle, you can use market benchmarks to gauge the approximate performance of your mutual fund investments. Each market index tracks a representative sampling of stocks, bonds, or other securities that may be similar to the holdings in your investment portfolio.