I talked with clients this week regarding their savings plan for the year. The question of timing came up – ie: when should they deploy cash they now have on hand into their various accounts. Let’s look at the items we discussed Roth IRAs One of the accounts my clients are able to fund in […]

October was certainly a trying month for investors. While we all understand that markets can move in both directions, downward moves always attract far more of our time & attention and lead to significant questions and concerns. Media outlets do their best to explain the moves, predict the future, and create as many shocking headlines […]