Posts By: justin

20 Aug 2015 No Comments

How To Do A Backdoor Roth IRA Contribution “Safely”

Since the income limits on Roth conversions were removed in 2010, higher-income individuals who are not eligible to make a Roth IRA contribution have been able to make an indirect […]

20 Aug 2015 No Comments

Social Security and Government Employees: Part 1

An advisor who can provide good retirement planning information to government employees can be of enormous value, particularly when it comes to Social Security.  The truth is that very few […]

29 Jul 2015 No Comments

2Q2015 IWM Investment Insights

2Q2015 IWM Investment Insights (click here)

29 Jul 2015 No Comments

2Q2015 IWM Market and Economic Review

2Q2015 IWM Market and Economic Review (click here)

29 Jul 2015 No Comments

2Q2015 IWM Market Analysis

2Q2015 IWM Market Analysis (click here)

26 Jun 2015 No Comments

GMO’s Grantham: Not a stock market bubble, yet

Notable bubble watcher Jeremy Grantham kicked off the 27th annual Morningstar Investment Conference in Chicago Wednesday by telling hundreds of financial advisers that he doesn’t see a trigger that would […]

9 Jun 2015 No Comments

The Role of Bond Funds in Your Portfolio

Bond funds offer income returns that can help temper the effects of price fluctuations. Corporate and high-yield bonds may offer opportunities for capital appreciation. Read Full Article Here…

9 Jun 2015 No Comments

Are There Any Disadvantages With Paying off a Mortgage Early?

When deciding whether to pay off a mortgage early, a homeowner needs to consider his or her feelings about debt, the potential to earn a higher rate of return if […]

9 Jun 2015 No Comments

Is a Health Care Flexible Spending Account a Good Idea?

With flexible spending accounts (FSAs), you can reduce your tax bill while setting aside money for health care costs. This article considers the pros and cons of FSAs. Read Full […]

9 Jun 2015 No Comments

Strategies for Managing Volatility

Investment portfolios are generally exposed to volatility through company-specific risk and through market risk. Long-term investors can reduce exposure to company-specific risks through diversification, hedging, and other strategies discussed in […]