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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 | March 23rd, 2026
The U.S./Israel conflict with Iran has continued to cause significant volatility within markets, and given this, we felt it was important to provide an additional update.
Market Commentary | March 16th, 2026
Last week delivered a concentrated set of U.S. economic data that helped refine expectations around growth, inflation, and the Federal Reserve’s policy path. While housing data showed tentative improvement, inflation measures and revised growth figures reinforced a cautious macro backdrop.
Market Commentary | March 9th, 2026
Last week delivered many important macroeconomic releases, giving investors insight into an evolving U.S. economic landscape. In addition, the conflict in Iran has escalated dramatically, adding significant economic concerns.