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Recent Blog Posts

Avoid These Costly Backdoor Roth IRA Mistakes Before They Trigger a Surprise Tax Bill

April 14, 2026

A backdoor Roth IRA is ideal for high-income clients to build tax-free retirement savings, but small mistakes—such as overlooking old IRAs, losing paperwork, or missing contributions—can trigger unexpected taxes.

Geopolitics Drives Risk Rally as Oil Volatility Persists

Personal Investor

April 13, 2026

Markets staged a strong relief rally, with equities erasing year-to-date losses as investors leaned into hopes of renewed US-Iran negotiations despite escalating military tensions, including a blockade of the Strait of Hormuz.

S&P 500 Extends Streak as Ceasefire Hopes Steady Markets

Personal Investor

April 9, 2026

Stocks finished higher for a seventh straight session as investors looked past early weakness and focused on signs that the US-Iran ceasefire may hold, with additional support from news that Israel agreed to direct talks with Lebanon.

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money

Retirement

April 9, 2026

The Two Paths to Tax-Free Retirement Money A client’s question sparked a deeper conversation about retirement strategies, income limits, and a tricky tax rule that often catches people by surprise.

Ceasefire Relief Sparks Risk Rally as Oil Plunges

Personal Investor

April 8, 2026

Markets staged a broad relief rally after a surprise US-Iran ceasefire eased fears of a prolonged energy shock, driving a sharp drop in oil prices and reigniting risk appetite.

Markets Rebound Late as Ceasefire Hopes Offset War Fears

Personal Investor

April 7, 2026

Markets staged a late-session recovery after early losses as optimism around potential diplomatic progress in the Middle East eased risk sentiment.

Dow Hits Record as Soft Jobs Data Eases Rate Fears

Recent Blog Posts

Avoid These Costly Backdoor Roth IRA Mistakes Before They Trigger a Surprise Tax Bill

Geopolitics Drives Risk Rally as Oil Volatility Persists

S&P 500 Extends Streak as Ceasefire Hopes Steady Markets

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money

Ceasefire Relief Sparks Risk Rally as Oil Plunges

Markets Rebound Late as Ceasefire Hopes Offset War Fears

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