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Roth Conversions in a Down Market? Think Again
My article on Roth Conversions in a Down Market was recently published on Advisor Perspectives, the #1 most-read electronic newsletter by financial advisors. Much was
(VIDEO) How to Repay 401k Loan When Laid Off
If you’ve been laid off due to the coronavirus and had a 401k loan, then you need to watch this video. There are a couple
Is Robinhood Actually Free?
Last Updated: 7/2/2021 Robinhood is an online trading platform where you can purchase stocks, ETFs, options, and even cryptocurrencies. Many investors use this service due
Beware Large Cap Growth Stocks
In my experience many people’s investment accounts (especially their 401k’s) are heavily invested in large company (aka large cap) U.S. stocks. This has led to
(VIDEO) 3 Financial Lessons to Learn from COVID-19
The coronavirus epidemic brought with it a lot of pain. Many people lost their jobs. Investment accounts declined very rapidly. Life was essentially turned upside
How to Truly Know if You Should Refinance Mortgage
Many people understand that the decision to refinance involves more than just how much money they will save on a monthly basis. They also understand
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