Like so many topics in financial planning, the Roth conversion decision tends to be reduced to a set of assumptions and some financial modeling.  But from my perspective, the math fails to address all the

Sometimes I hear an investment adage repeated frequently enough that it inspires me to go look for its origin.  This year the phrase that caught my attention was “climbing a wall of worry”.  This expression

Stock prices continued to climb in the third quarter, building on the recovery that began in April. The so-called “tariff tantrum” earlier this year resulted in U.S. stocks shedding nearly 20% of their market values.

The second quarter got off to a rocky start with U.S. stocks declining in value by more than 10% in just two trading days (April 3 and 4). The selloff precipitated by President Trump’s tariff

Sometimes when I come across an interesting investment illustration, I will take a picture of it on my phone to revisit it later. You might do the same with quotes or pieces of an article