Sneaking in the Backdoor

With April 15th just behind us, many investors consider using tax refunds to bolster retirement savings. Roth IRAs are a great way for many investors to grow their retirement nest egg free of tax implications. Unfortunately, the ability to contribute directly to a Roth IRA is phased out for high income earners. In 2019, the [...]

Mid-term Election Years Could Provide Unique Buying Opportunity

Volatility has returned after a historical period of very tepid market action. January witnessed the peak of optimism as tailwinds from tax reform created a euphoric start to the year and stocks rallied nearly six percent for the month. However, signs of an overheating economy that was receiving fiscal stimulus at the later stages of [...]