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Latest Episodes
Will the Market Slow Down?
May 9, 2021The market seems to keep going higher and higher. The major indexes finished this week in the green yet again. However could talks of inflation and an alarming jobs report slow down the market? Find out what you need to…
Should you do a Roth Conversion?
May 3, 2021The most tax laden asset for most people is their IRA or 401k. That leads most people to consider converting to a Roth IRA to avoid taxes. Well is that always the right thing to do? Find out five things…
Markets Slow This Week
May 3, 2021The major indexes had a slow week, with the Dow and Nasdaq both finished slightly down. There was a lot of press about the GDP number, how should you interpret the new? The market doesn’t necessarily trade off of the…
Frequently Asked Questions in Retirement
April 26, 2021There are so many factors in achieving a successful retirement. From pensions to taxes, there are a number of areas that retirees may not quite understand. Well find out the most frequently asked questions that we receive in this week’s…
Markets React To Potential Higher Taxes
April 26, 2021All three indexes finished in the red this week after the Biden administration proposed an increase to capital gain taxes. What else might lead to other changes in our economy? Find out in this week’s market segment.
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