Investing
How 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.
Is 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.
Will We Get Relief From Inflation
Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.
How and Why Markets Bottom
Stocks are officially in a bear market. What does that mean and more importantly, when will markets bottom? Our topic this week is the anatomy of a bear market, specifically looking at how and why markets bottom. We’re reminded that there’s a price for everything, which puts a floor under the value of many stocks.
Investing vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.





