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Monday, January 12, 2026

Roth conversions have become a hot topic lately—but are they right for you? Understanding who benefits and why is key before making a move.A Roth conversion means moving money from a traditional pre-tax IRA into a Roth IRA. In doing so...

Tuesday, May 20, 2025

A scam is defined as a fraudulent or deceptive act or operation and we are being bombarded with new and more deceptive scams everyday. They fill our email inboxes, voicemails, text messages, social media, and mailboxes on a daily...

Sunday, June 2, 2024

A bubble is defined as an economic cycle characterized by the rapid escalation of an asset market value. This can then be followed by a quick decrease in value, sometimes referred to as a "crash" or a "bubble burst." Most of us...

Thursday, January 25, 2024

Timely Topics with Kevin Qualified Charitable Distributions I'm often surprised by the number of investors who are not taking advantage of qualified charitable distributions. The benefits of QCD's were increased dramatically with the...