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What is a Roth IRA Conversion?

What is a Roth IRA Conversion?

A Roth IRA conversion takes the assets from a regular IRA and converts them into a Roth IRA by paying taxes on the account’s gains and pretax contributions. The assets moved to a Roth IRA will be included in your taxable income the year the conversion occurs, at ordinary income tax rates (with no... read more

The ETF Advantage

The ETF Advantage

An Exchange Traded Fund (ETF) is a valuable component for any investor’s portfolio. ETFs are traditionally (and still predominantly) passive investment vehicles. This means rather than attempting to beat the performance of a stock or bond index, an ETF will instead attempt to closely replicate the index performance. The original and probably most widely... read more

What should you do with your 401(k) when you retire?

What should you do with your 401(k) when you retire?

At retirement, an individual who’s been a member of an employer’s 401(k) scheme needs to figure out what to do with the balance in their retirement account. There is more than one option to consider and it is important to understand what choices are available. Leave the 401(k) with your employer The easiest thing... read more

Europe, the ECB, and the Interest Rate Flat-Liner

Europe, the ECB, and the Interest Rate Flat-Liner

Despite the increasing specter of higher interest rates in the U.S. next year, it may actually turn out to be a case of “lower for still a little bit longer”. One material driver for that outcome would be Europe. The European Central Bank (ECB) looks like it’s about to start quantitative easing, just as the... read more

The Unemployment Rate Continues to Decline

The Unemployment Rate Continues to Decline

April’s job report had some rejoicing as the unemployment rate dropped to 6.3%, but below the headline number there was more than a little devil in the details. I spoke with an individual last week who lost his job in 2009 and is now retiring i.e. he had spent so long looking for work he... read more

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Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith

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