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Tuesday, 25 April 2017 18:15

When to Consider a Roth Conversion

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Roth Conversion.  Ughh – that term makes most eyes glaze over!  But hold on – there are some critical aspects that can truly save you money.  You may have seen countless articles in The Wall Street Journal, The New York Times, The Journal of Portfolio Management, The Indy Star, and many other finance (and non-finance) related publications discussing the benefits of a Roth Conversion.  Yet have you asked yourself whether you would be a good candidate to benefit from a Roth Conversion?
Wednesday, 29 March 2017 13:17

Year-Round Tax Planning Tips

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Tax season is upon us, and for many people, that means taxes are top of mind. This makes sense for many reasons: you’ve been getting tax documents in the mail, coordinating with your accountant or inputting data into your tax software, and so on. That’s all important, but the reality is tax planning occurs throughout the year, not just when you file your tax return! Here are some things to consider from a financial planning perspective that may save you some stress (and money) this year.
Wednesday, 18 January 2017 15:40

How To Handle Stock Market Highs

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If you follow investing much, you may have heard some talk recently about the US stock market reaching all-time highs. This is true; as I write this the Dow Jones Industrial Average recently crossed the 20,000 mark for the first time ever, along with new high marks for the S&P 500, the NASDAQ, and various other US stock indices that measure market performance. This seems like a good thing, and probably is for those of you invested in US stocks who have seen some nice growth lately. However, along with these record highs comes plenty of doubt and fear. Are stocks too expensive? Are we due for a correction or market decline? Should I get out while the getting's good?

Monday, 05 December 2016 14:35

Behind the CFP® Designation

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"Why am I doing this?" This question crossed my mind more than a few times recently as I detached myself from the real world for hours (days? months?) at a time to study for my CFP® (Certified Financial Planner) Certification Exam. I studied after work until I fell asleep, I studied while I ate lunch, I turned down plans with my friends. I knew it was important for me to get this certification, but why?

Friday, 04 November 2016 08:46

Election Season and the Stock Market

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As Tuesday, November 8 gets closer and closer, we receive several questions and concerns about how the presidential election will affect the stock market. I'd love to say we had a crystal ball that would tell us who the next president would be and how that person would influence the markets, but we have yet to find it. Perhaps the best way to address these concerns is to take a look at past elections. While historical data is no guarantee of future results, it can be a good barometer of what we might expect in the next few weeks.

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