Financial Planning Question – ETFs

  Q: Can I ask your opinion of the Guggenheim ABC High Dividend ETF (ABCS)? A: We do not use the ABCS ETF with our client portfolios, but think that the index is a compelling way to get targeted exposure to international markets with dividend yield. The concern would be that the markets you are […]

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.