Blog

    Is the Back-Door ROTH soon to be Out the Door?

    On September 13, President Biden and Democrats released a comprehensive proposal that if enacted would impactalmost all areas of tax planning. For now, this is just…

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    The New Reality

    Q3 2021 Compass Review Last quarter we reached an inflection point, and the markets are trying their best to adjust. Part of that adjustment is simply…

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    Diagnosing the Economy: Q3 2021 Review

    The economy and markets are often described in medical terms, as if we were diagnosing every economic cycle and had a prescription for every market illness.  …

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    The Case For Stock Selection

    The performance of our stock portfolios is largely dependent on the performance of the broad stock market.  This is not an accident.  We purposely select stocks…

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    Where do we go from here?

    Since the onset of Covid 19 the US government earmarked $5 Trillion for financial relief, small-business loans, bailouts, PPE, state aid, and vaccine development.  That is…

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    Trying to Supersize Your Retirement Savings? A Mega Backdoor Roth IRA Conversation Could Come in Handy

    Reaching retirement is exciting, but having enough to maximize your quality of life during retirement is key. You’ve likely heard of a backdoor Roth IRA, but…

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    Is It Supposed To Be This Easy

    Should Tesla be worth more than Wal-Mart and JP Morgan combined?  Should just six stocks make up nearly 30% of the value of the S&P 500? …

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    The Pandemic Adds to Bifurcation

    The gap between the rich and the poor in the US has steadily increased for many years, but the Covid 19 pandemic accelerated the pace of…

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    Stocks Only Go Up

    If you follow the financial media you’ve come across numerous stories on day traders taking over the stock market on their Robinhood app.  People with little…

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    The Mind of the Market

    What is the stock market thinking? The world economy is nearly shut down, with no idea when it will get back to normal. Unemployment is the…

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