Risky Stock Trades Back in Fashion as Investors Play Catch-Up

While economic data is still weak, the consensus among investors indicates that the worst is over. Bob Phillips weighs in as investors look for areas of improvement in the market as more sectors are participating in the recovery of the economy. Full article on Bloomberg

Anna Fagan Joins Carson Wealth, Expanding Firm’s Services in the D.C. Metro Area

Washington, D.C. – June 1, 2020 – Anna Fagan, AWMA®, a wealth advisor with 20 years of experience, today announced her decision to affiliate with Carson Wealth to evolve her practice and scale her business with technological advancements offered by the firm. Fagan will also gain access to C …

Stock Market Meltdown’s Historic Velocity Bruises Investors

Markets faced a historic downturn in March amid the coronavirus crisis. Leslie Thompson notes while there is value in the market, she is reducing investments in stocks and raising cash until more stability is gained. Full article on The Wall Street Journal

In Midst of Chaos, Nasdaq ETF Gets Biggest Inflow in Two Decades

As historic volatility continues to drive market activity, Bob Phillips weighed in on the best place for investors to re-enter the market, noting the tech stocks as a good place to dip your toes back in the water. Full article on Bloomberg News

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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