The Backdoor Roth IRA – Is it for me? Is it legal?

The Backdoor Roth IRA – Is it for me? Is it legal?

It is the speakeasy of the retirement funding landscape. Few people know about this technique, but those who are “in the know” can take advantage of this mechanism to boost their retirement savings. A fee-only financial advisor can help you navigate these murky waters...
To Everything There is a Season – Even the Market

To Everything There is a Season – Even the Market

Market seasonality refers to particular time frames when stocks/sectors/indices/commodities are influenced by recurring themes that produce patterns. Themes and the underlying “triggers” for market seasonality can range from weather events to calendar events...
The Fear & Greed of GameStop

The Fear & Greed of GameStop

Let’s assume that fifteen minutes of vigorous exercise daily adds three years to your life. Being a money manager is that fifteen minutes. In short, investing is a discipline. It’s not fun, or sexy; it can be boring…very boring. It takes a similar...