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 | June 15th, 2026
The past week was highlighted by a landmark capital markets event, as SpaceX completed a record-setting initial public offering (IPO), alongside economic data that pointed to steady growth with persistent inflation pressures.
Market Commentary | June 8th, 2026
SpaceX is expected to become one of the most valuable companies in the world, with valuations reportedly approaching $1.5 to $2 trillion. At that size, it would rank among the largest companies in the U.S. equity market. Yet even at that scale, it may not immediately appear in widely used market indexes such as the S&P 500.
Market Commentary | June 1st, 2026
The latest round of data releases provided a more nuanced picture of the economy, highlighting a continued tension between moderating growth, persistent inflation pressures, and pockets of strength across key sectors.