Enjoy the Rally, But Prepare for the Retreat

Investors may be lulled into a false sense of security by this market.   Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds on Wall Street: the major...

The Pros and Cons of Roth IRA Conversions

What are the potential benefits? What are the drawbacks?   If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all.   Why go Roth? There is an assumption behind...

October Economic Update

October 2017 THE MONTH IN BRIEF In August, investors witnessed a terrible natural disaster and heard threats of war on America, and the S&P 500 still managed to gain 0.05%. September brought two terrible natural disasters and more threats of war on America, and...