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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 | March 31st, 2025
Weekly Market CommentaryMarch 31st, 2025Week in Review... Market indices closed the week lower as markets grappled with weakening consumer confidence and April 2 tariffs on automotives. The S&P 500 declined by -1.53% The Dow Jones Industrial Average...
Market Commentary | March 24th, 2025
Week in Review... Amid the plethora of economic reports and a Federal Open Market Committee (FOMC) meeting, market indices closed the week slightly higher as markets grappled with a resilient economy and future inflation expectations. The S&P 500 rose by 0.51% The...
Market Commentary | March 17th, 2025
Week in Review... Market indices continued to decline lower as markets continue to navigate the impact of tariffs and softening economic growth. The S&P 500 declined by -2.27% The Dow Jones Industrial Average declined by -3.07% The tech-heavy Nasdaq...