Investing Insights
April 20, 2021
Roth IRA Conversions: 4 Key Factors to Consider
Taxes could be going up, so how can you capitalize on your current tax rate? One tax-smart move to consider is converting some of your I...
Read moreApril 16, 2021
The Tax Advantages of Donor-Advised Funds
“What else can I do to lower my taxes?” one of our wealth-management clients asked us recently. Managing her taxes was one of her top priorities, as t...
Read moreMarch 18, 2021
How to Play the Small-Cap Trend
Small-cap stocks have dominated the markets in recent months, upending a nearly decade-long large-cap cycle. The small-cap Russell 2000 Index has...
Read moreMarch 4, 2021
Markets are Changing. Have You Kept Up?
Stock market volatility picked up in February as interest rates rose, but most stocks ended the month with gains. The one exception was the tech-heavy...
Read moreFebruary 24, 2021
FundX CEO Janet Brown’s Take on 6 Funds & ETFs
FundX CEO Janet Brown talked about which funds and ETFs are in favor now, given recent changes in the markets, on the Money Life Show with Chuck...
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