Should I Consider a Mega Backdoor Roth IRA?
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer better tax diversification and a big tax advantage. Is this an option you should consider?
Evidence-Based Investing Insights: Managing the Market’s Risky Business
In this installment in our series on Evidence-Based Investing Insights, we talk about two types of risk and how to deal with them. You will see how some risks should be avoided because they offer no reward, while other risks should be accepted and managed.
With a (Potential) Transition in the White House, What Changes Should We Expect in Health Care?
Do you feel like you are paying too much for medical needs? A Biden administration may impact the cost and coverage of your heath insurance and the overall price you pay for medical goods and services. Much will depend on who ultimately controls the Senate and the negotiations the parties make along the way.
Evidence-Based Investing Insights: The Full-Meal Deal of Diversification
In this installment in our series on Evidence-Based Investing Insights, we talk about the free lunch of diversification. You will see how diversification can reduce some of the risks of investing while increasing your investment efficiency.
Searching for Value in Today’s Stock Market
Many investors are wondering if the rapid rise in the U.S. stock market is justified and if stocks are overvalued now. They know that to make money in stocks they must ‘buy low and sell high,’ so they are concerned about buying stocks at these higher levels. The price-earnings ratio is often used as a valuation tool. Today we take a look at that tool and how to use it.
The Story Behind Our Firm Name and Logo
The name of our financial planning firm is based on what we strive to provide our clients – peace in an otherwise chaotic world. Learn more about the meaning of our financial planning firm name and logo.
Should I Use a Private Bank to Manage My Finances?
Private banks offer an array of financial services for high net worth families. When deciding whether to use a private bank, consider the pros and cons of such services and whether a boutique fee-only financial planning firm is a better match for your needs.
Where to Find a Fee-Only Financial Advisor in Tampa and Orlando
Trying to find fee-only financial advisors that act on a fiduciary basis can be difficult as their ranks are few. However, websites of alliance firms are a good source of advisors that may serve your financial planning needs.