Results: 11

Is a Backdoor Roth Conversion Right For You?

Roth IRAs are one of the most versatile retirement investment vehicles available. Because they were originally intended to aid young and low-income workers in saving for retirement, Roth IRAs have income limits. However, a loophole in tax law allows even high-income earners to take advantage of a Roth IRA by doing what is known as […]

Municipal Bonds in 2021

The municipal bond market demonstrated its resiliency in 2020 and enters 2021 in a strong position. That said, there are many unknowns in the months ahead. Our latest white paper provides our outlook on how the ongoing pandemic, economic recovery, and changing tax environment could impact the market in the coming year, creating both challenges […]

Bond Markets and the Economic Recovery

The first quarter was one of the most volatile periods on record. The coronavirus’s rapid spread across the world has roiled the global economy in ways that even the Great Financial Crisis of 2008 did not. The pandemic, coupled with the collapse of energy prices caused by the drop in demand and price war between […]

Navigating a Market Downturn

Fears about the spread of the coronavirus have roiled the markets in recent weeks. The S&P 500, after hitting a record high just weeks ago, has entered correction territory. A correction refers to a 10 percent decline in a security or index from its most recent peak. While the speed of the decline has left […]

The Impact of the Coronavirus Outbreak on the Economy and Your Investments

The recent coronavirus outbreak has already enacted a human cost. At the time of writing, there have been nearly 4,700 confirmed cases, resulting in more than 100 deaths. Both numbers are expected to climb as healthcare officials around the world continue to monitor the situation. Calculating the economic impact of the outbreak, however, may be […]