Mega Roth Conversions – The Basics If you want to get more money into a Roth IRA than what you can normally do, then you may want to think about doing a large, or mega, Roth conversion with after-tax money. This mega Roth conversion strategy could allow you to add an additional $36,500 into a Roth […]
Why Active Investing Fails
Why Active Investing Fails: Trying to Beat the Markets News travels fast, and managers who were once able to capitalize on the successes or failures of a company are now competing with computer models and, believe it or not, artificial intelligence. Competition is so great it is difficult to win consistently over a long […]
Homeowners: When Should You Sell Your House?
A couple weeks ago, we talked about the New Hampshire housing shortage – a trend seen in many cities around the country. There are less homes available for a variety of reasons. Because of that, the current market is very competitive for buyers. That’s good news for sellers. It may be a good time for […]
Checking in with Your Investments at Mid-Year
We are about halfway through 2017, and that new year shine is wearing off. This is a good time to check up on the changes you made back in January. Looking at your progress helps you keep it going, and that goes for diets, habits and even your investments. If you made changes to your […]
Are Financial Planners Valuable?
In our last post, we talked about how a financial planner could help you get organized. But what about the dollar value of that investment? Are financial planners valuable? A document from Morningstar aimed to quantify the real value of financial planning. According to the document, planners can add 1.82% “annual arithmetic return to clients through […]
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