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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.
Weekly Market Commentary | January 6th, 2025
Week in Review... Major U.S. equity indices were mostly lower this week after finishing 2024 with double-digit annual gains. For the week ending January 3, 2025: The S&P 500 closed down -0.48 The Dow Jones Industrial Average declined by -0.60% The tech-heavy...
Market Commentary | December 30th, 2024
Week in Review... Major U.S. equity indices demonstrated mild gains for the week, primarily influenced by the Federal Reserve's announcement of fewer anticipated interest rate cuts for 2025. This revelation heightened investor caution amidst persistent market...
Market Commentary | December 23rd, 2024
Week in Review... Major U.S. equity indices declined for the week, driven by the Federal Reserve's announcement of fewer interest rate cuts in 2025 than previously anticipated. This news heightened investor caution amid ongoing market volatility. For the week ending...