Our Commentary

Which is Better for You: A Traditional IRA or Roth IRA?
Is it more advantageous for you to contribute to a traditional IRA or a Roth IRA? The IRS recently extended

5 Benefits of Working with a Fee-Based Fiduciary Financial Advisor
Because so much of the financial services industry is still commission-driven, conflicts of interest are rife. For an individual seeking investment

Mid-Quarter Update: 3 Factors Supporting Stocks
After going sideways in January, U.S. stocks have returned to their recent winning ways in February. The S&P 500 Index

Cut Your Tax Bill [Video]
If you are self-employed or own a business, a little-known but powerful retirement plan may be able to help you

Last Minute Tax Tip for the Self-Employed
If you, like many, have earned some income from self-employment during the pandemic, you may have already set up an

Epic Tug-of-War Over GameStop (GME)
Anyone who has perused the financial press in the last week would be surprised to find the headlines dominated by

Post-Covid Rebound Brewing
2020 was an inscrutable year for stocks. In a year of abject human and economic misery around the world, U.S. stocks

6 Year-End Financial Tips
As the year winds down, there are a few things investors can do to get their finances bundled up. We’re

Investors Get a Shot of Confidence
As I write this piece on November 13th, two seemingly incongruous events are taking place. First, Covid-19 is on the