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Quarterly Comments February 2024

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A Roth IRA Can Be a Great Gift

What is a Roth IRA? Just to review – what is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free ...
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Quarterly Comments – Expansion or Explosion?

Why have markets moved up so dramatically in an environment of chaos, uncertainty, and severe economic distress? Next question might be: why has the bond ...
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Spring Cleaning Your Estate Documents

Spring cleaning is more than just an expression- it's time to review your essential documents like Wills, Trusts and Insurance Polices.
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What a Year It Has Been!

Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends ...
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Quarterly Comments: Mixed Messages or Acceleration?

The market is up — way up — and the economy is “not so much.” What might explain this disconnect?
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Quarterly Comments: Market Disconnect?

To attempt to make any comment in the middle of a pandemic, and I do think we are in the middle not the end, is ...
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Quarterly Comments February 2024

February 16, 2024
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