Are you over-exposed to the market? Is your portfolio down 20%? You’ll need a 25% gain to return to break even. Overall long-term value...

It’s a good time to consider a ROTH conversion. Pay tax when your account value is low. Let your account value grow and never be taxed...

Let me introduce you to my friends Tony and Toni.

Sequence of Returns risk is the unknown timing of stock market ups and downs. The risk starts when you retire or when you start using...

You like investing, but the stock market bumpiness is keeping you up at night. You have multiple IRA’s and investments, but you’re not...

Money is a tool to help you live your amazing life of purpose. Seek a financial advisor who asks you deep discovery questions and shows...

Source: Graph from Riverfront Investment Group, Strategic view 9-27-2021