Stay Up to Date –
Updates & Resources
Confidently Funded Podcast
To Convert or Not to Convert
Roth conversion, Roth IRA strategy, retirement tax planning—should you convert your IRA or not? In this episode of Confidently Funded, we break down everything you need to know about Roth conversions, including when they make sense, when they don’t, and how they can impact your long-term financial plan.
Market Commentary | May 18th, 2026
Last week was centered on inflation and consumer demand, with housing and labor data helping round out the broader economic picture.
Market Commentary | May 11th, 2026
Last week was a busy one for economic data, with key reports across labor, housing, and both business and consumer sentiment, adding important context and nuance to an increasingly complex economic backdrop.
Market Commentary | May 4th, 2026
Economic data released during the week pointed to continued economic expansion, supported by resilient consumer demand and steady business activity, alongside mixed signals on inflation and labor market conditions.