Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
Updates On The Market, October 2022
Markets have been volatile in recent months. We always want to keep you informed of what’s going on and how we’re managing portfolios through the volatility. Please read our October 2022 Update on the Markets, which summarizes what’s happened since our last update.
Read MoreThe Mega Backdoor Roth Strategy
A Mega Backdoor Roth strategy is a powerful tool for high income earners that want to save more for retirement. Who can do it, and what are the rules you need to look for? Our in-depth article on the Mega Backdoor Roth will help you see if you’re eligible and then give you a step-by-step outline of how to maximize your retirement savings.
Read MoreHow to do a Backdoor Roth IRA Conversion [Video]
Can’t contribute directly to your Roth IRA? This video explains how the backdoor Roth IRA strategy works and when to do it.
Read MoreHow to do a Backdoor Roth IRA Contribution
A Backdoor Roth IRA strategy is a great way for people to save more money for retirement. But how does it work? And what are some of the rules you need to be aware of? Our blog answers these questions and gives you a step-by-step guide for doing a Backdoor Roth IRA.
Read MoreSocial Security Cost of Living Increase in 2022
High inflation is going to lead to a significant Social Security Cost of Living Increase in 2022. How much of an increase can you expect, and how does this impact the Social Security system? We tackle these questions and more in this week’s post.
Read MoreIs the Bear Market Over?
Markets have rallied off the bottom causing investors to ask, “Is the 2022 bear market over?” We look at what’s happening with the economy and what the bond market is telling us about a potential recession. Then we dive into different types of bear markets and give our perspective on what to do if the current bear market has further to run.
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