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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 2nd, 2026
Last week’s economic data began on Tuesday with the Conference Board’s Consumer Confidence Index rising to 91.2, up from 89.0 in the prior release.
Market Commentary | February 23rd, 2026
Last week’s data provided investors with a clearer sense of an economy that is still progressing but slowing at the margins, with steady activity in some areas and renewed caution in others.
Market Commentary | February 16th, 2026
Last week’s data reinforced a familiar theme: inflation is cooling, the labor market is stabilizing, and the consumer is becoming more selective.