Articles

Do Bonds Still Help When Stocks Fall?

In the wake of the recent market correction, several callers into my Sunday morning radio show, “Money Matters” on WSB Radio, have asked whether bonds are

CIA 2018 Outlook

After a whirlwind year of Washington politics, GDP growth north of 3% and a stock market marching through year nine of a bull cycle, it’s

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Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.