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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 | October 14th, 2024
Week in Review... With all major indices posting positive results, the S&P 500 also ended at a fresh all-time high, closing above 5,800 for the first time. Meanwhile, the Nasdaq is now approximately 1.6% below its July 10 record close. Weekly performance for the...
Weekly Market Commentary | October 7th, 2024
Week in Review... The financial markets continue to adjust their views on interest rates and inflation, with all major indices posting positive results, and the 10-Year Treasury rising 18 basis points (bps). The S&P 500 rose 0.22% The Dow Jones Industrial Average...
Weekly Market Commentary | September 30th, 2024
Week in Review... The financial markets demonstrated resilience this week, with most major indices posting positive results. The S&P 500 rose 0.62% The Dow Jones Industrial Average climbed 0.59% The Nasdaq Composite finished the week up 0.95% The 10-Year Treasury...