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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 | January 27th, 2025
Week in Review... As the new president took office this past week, headlines were dominated by the potential impact of campaign promises turning into executive actions. The S&P 500 ended up 1.74% The Dow Jones Industrial Average led major indices up 2.15% The...
Market Commentary | January 21st, 2025
Week in Review... Major market indices concluded the week with positive returns, while the Treasury yield began its descent from its historical uptrend. A drop in the Treasury yield typically indicates heightened demand for safer investments, often reflecting investor...
Market Commentary | January 13th, 2025
Week in Review... Major market indices ended the week lower over concerns surrounding rising inflation: The S&P 500 closed at -1.94% The Dow Jones Industrial Average was lower at -1.86% The tech-heavy Nasdaq fell to -2.34% The 10-Year Treasury yield concluded at...