Non-deductible IRA contributions are a common option for savers to get more money into retirement accounts. While saving into an IRA is certainly never a bad idea, we find... Read More
The benefits of dividend investing are frequently hyped across financial media, by bloggers, and even by financial advisors. We get a lot of questions about the best dividend funds... Read More
The SECURE Act of 2020 opened the door for more insurance products to be offered within 401(k) plans. One trend we’ve noticed creeping into our clients’ retirement accounts —including... Read More
The current stock market concentration has been the subject of much recent press, analysis, and commentary. Companies known as the “Magnificent 7” have become so large that they now... Read More
The recent rise in interest rates has greatly increased the attention that savers are giving to CDs, or certificates of deposit. For many years, CDs offered very low rates... Read More
If you have been saving in an annuity and are nearing retirement, you have a decision to make about how to withdraw money from your annuity in retirement. Depending... Read More
Covered call funds offer investors the prospect of much higher dividend payments than regular index funds. Funds that follow a covered call strategy have attracted tens of billions of... Read More
High yield bonds, also called junk bonds, are fixed income investments issued by companies with low credit ratings. While they offer very high yields that are attractive to many... Read More
As tax rates have declined, more and more baby boomers retire, and 401k balances have risen, many are taking the opportunity to convert their 401k and IRAs into Roths... Read More
Private credit is a relatively new type of investment that has grown rapidly, and is aggressively sold to investors and advisors with the promise of higher returns. Investing in... Read More
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