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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 | December 16th, 2024
Week in Review... Major U.S. equity indices showed mixed performance for the week, with notable divergence among the indexes. The S&P 500 down -0.64% The Dow Jones Industrial Average was down -1.82% The tech-heavy Nasdaq finished up +0.34% The 10-Year Treasury...
Market Commentary | December 9th, 2024
Week in Review... The market extended its gains, with the S&P 500 and Nasdaq reaching new all-time highs after a solid week of economic data that boosted confidence that the economy remains on strong footing, and is not running too hot to deter the Federal Reserve...
Market Commentary | December 2nd, 2024
Week in Review... With markets closed on Thursday for the holiday and an early closure on Friday, the market still demonstrated positive momentum across the major indices: The S&P 500 rose +1.06% The Dow Jones Industrial Average was up +1.39% The tech-heavy Nasdaq...