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Time to Reassess Your 401(k)? Consider the Mega Roth Conversion
Happy 401(k) Day! This day is a great reminder to ensure your retirement savings are on track. While you may have your plan in set-it and forget-it mode, making the maximum contributions and having them automatically invested, it is important to occasionally review and update your strategy. Consider rebalancing your
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MARKET REVIEW: 1Q 2020
There is no shortage of superlatives to describe the public health tragedy and the devastation in the capital markets in the first quarter of 2020.
March Madness
The 20%-plus gain in the S&P 500 Index between Tuesday and Thursday officially counts as a bull market and marks Monday as the end of
KEEPING PERSPECTIVE IN UNCERTAIN TIMES
The causes of each cycle and the depth and duration of the decline vary, but down markets and ensuing recoveries have been happening since before
Ready Position
In the first quarter of 2019, recession fears quickly surrendered to optimism when, in late January, the Federal Reserve announced they would hold off on
TOO MUCH OF A GOOD THING
Many investors see portfolio diversification as an almost magical strategy that reduces risk and ensures solid returns, but actually harmful in extreme doses.
