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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 4th, 2024
Week in Review... With this past week being the last full week before investors go to the election polls, labor market numbers and inflation were the focus as markets struggled to overcome a surprise in payroll numbers. The S&P 500 fell 1.37%, continuing a...
Weekly Market Commentary | October 28th, 2024
Week in Review... The major indices exhibited mixed performance for the week ending October 25, 2024. The S&P 500 declined by 0.96%, ending its six-week winning streak The Dow Jones Industrial Average fell by 2.68%, also recording its first weekly loss after six...
Weekly Market Commentary | October 21st, 2024
Week in Review... As quarterly earnings come to an end, all major indices ended the week in positive territory, as small caps led with the Russell 2000 ending the week up 1.87%, leading to signs that small cap stocks are continuing their third quarter turnaround this...