Posted on March 9, 2020
Leslie Thompson offers her advice for financial literacy as you move from your 30s into your 40s, noting the importance of weighing out options when building an established financial plan.
Posted on January 28, 2020
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.
Posted on January 27, 2020
Federal Reserve officials plan to leave interest rates unchanged next week. Bob Phillips shared his outlook for the future of the federal funds rate, noting there could be possible problems if the fed raises or lowers rates with the way they support the repo market.
Posted on January 27, 2020
Bob Phillips weighed in after the Dow Jones Industrial Average jumped past the 29000 milestone only to hit resistance following a three month rally.
Posted on January 14, 2020
Bob Phillips shared his advice for investors heading into 2020, following the overbought December market, noting he expects a decent year for stocks thanks to the Federal Reserve’s ongoing support and prospects for positive corporate earnings growth.
Posted on January 14, 2020
Leslie Thompson shared her advice on avoiding major financial shock following a divorce, warning to pay attention to health insurance, car leases and digital subscriptions as these expenses can add up quickly when one individual is footing the bill.
