In this week’s episode, Ryan Detrick, Chief Market Strategist, reports live from the bustling Sixth Street in Austin while Sonu Varghese, VP, Global Macro Strategist, holds down the fort in a much quieter spot. Despite the market noise—both literal and financial—there’s actually some …
Debra Taylor, CPA/PFS, JD, CDFA, an independent financial advisor affiliated with LPL Financial at Taylor Financial Group in Franklin Lakes, has once again been recognized as a top advisor and admitted into the LPL Chairman’s Club.
Q. Dear Debbie, I converted my Roth IRA to a Traditional IRA in 2015 and the value has now fallen. Is there any way for me to avoid paying taxes on the conversion?
Franklin Lakes — Debra Taylor of Taylor Financial Group, an independent wealth management firm, attended LPL Financial’s Private Wealth Symposium at St. Regis Monarch Beach in Dana Point, Calif., from May 2-4.
Q. Dear Debbie, Are market pullbacks normal?
Q. Dear Debbie, The market has been so volatile the last couple of months, should I be selling some of my portfolio?
Q. Dear Debbie, I have noticed that my portfolio seems to be underperforming versus the popular S&P 500 Index. Am I doing something wrong?
