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Can I Create a Roth if I’m Over the Income Limit?
Can I Create a Roth if I’m Over the Income Limit Yes, you might be able to create a Roth individual retirement account (IRA) if you’re over the income limit. This strategy involves converting a traditional IRA to a Roth IRA. The idea, often referred to as a “backdoor...
December 23rd, 2024
Weekly Market Insights | December 23rd, 2024Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit, falling...
Retirement Strategy After a Job Loss
Retirement Strategy After a Job Loss Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You're not alone if you’ve been laid off—or if the idea is an...
December 16th, 2024
Weekly Market Insights | December 16th, 2024Mixed Data, Mixed Results. Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq...
Weekly Market Insights | December 9th, 2024
Weekly Market Insights | December 9th, 2024Markets Mixed; Jobs Back on Track Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index...
December 2nd, 2024
Weekly Market Insights | December 2nd, 2024Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology...
November 25th, 2024
Weekly Market Insights | November 25th, 2024Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68...
November 18th, 2024
Weekly Market Insights | November 18th, 2024Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while...
November 11th, 2024
Weekly Market Insights | November 11th, 2024Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled...
November 4th, 2024
Weekly Market Insights | November 4th, 2024Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent,...