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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 | November 25th, 2024
Week in Review... Markets rallied last week as investors digested positive economic data and election results. The major indices all reached new record highs: The S&P 500 rose +1.68% The Dow Jones Industrial Average was up +1.96% The tech-heavy Nasdaq finished...
Market Commentary | November 18th, 2024
Week in Review... Markets retreated last week as investors reassessed potential tariff implications as well as concerns around inflation reaccelerating. The S&P 500 fell 2.08%, ending a multi-week positive streak The Dow Jones Industrial Average was down 1.24% The...
Market Commentary | November 11th, 2024
Week in Review... Following the highly anticipated U.S. election and rate cut decision by the Fed, last week saw equity market’s rally after the election of Donald Trump as the 47th president of the United States. The S&P 500 rose 4.66%, snapping a two-week...