Roth IRAs and Roth Conversions: Key Concepts
By: Diana Castro, CPA, CFP® Associate Advisor Roth IRAs and Roth conversions tend to dominate headlines and talking points when it comes to retirement planning. Tax free growth! Tax free [...]
Bitcoin Revisited
We last wrote about bitcoin in our Spring 2018 Newsletter article titled Bitcoin, Bubbles, and the Fear of Missing Out, which was written just about the time that Bitcoin prices were peaking near [...]
Back-of-the-Napkin Math Is Not Good Enough: The Importance of True Financial Planning
When it comes to the quality of the rest of your life and your legacy, back-of-the-napkin math is not good enough. The decisions you make now, can have lasting, long-term impacts, and we want to [...]
Risk Capacity & Risk Tolerance: The Foundation of Investment Planning
By: Chelsea A. Benoit, CFP® Associate Advisor One can think of creating an investment plan as finding the best way to assemble the pieces of a financial puzzle. After deciding on the goal(s) of [...]
Covid’s Economic Impact in the Coming Year
We all know the economic devastation wrought by COVID-19 last year. According to the U.S. Bureau of Economic Analysis, GDP fell by 3.5% in 2020. As seen in the chart to the right, GDP fell by an [...]
