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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 | September 3rd, 2024
Week in Review... Stocks and risk assets ended the week mixed following Federal Reserve Chair Jerome Powell's speech on August 23 at the Jackson Hole Economic Symposium. The S&P 500 edged up 0.24%, marking its fifth consecutive monthly gain The Dow Jones...
Market Commentary | August 26th, 2024
Week in Review... Stocks and risk assets continued their positive trend as all eyes focused on Jackson Hole and comments from Fed Chair Jerome Powell. The S&P 500 rose 1.45% The Dow Jones Industrial Average increased by 1.27% The Nasdaq Composite finished up 1.40%...
Market Commentary | August 19th, 2024
Week in Review... Broad equity markets roared higher for the week as investors reacted positive to inflation readings and a stronger-than-expected jobless claims report: The S&P 500 was up 3.93% The Dow Jones Industrial Average increased by 2.94% The Nasdaq...