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The Power of 1%

September 11, 2023 | Categories: Will’s Touches

This short article is a good example of what incremental increases can do over time. If you have any questions, feel free to reach out to me.

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Backdoor Roth IRA Contributions

September 11, 2023 | Categories: Will’s Touches

If your income is such that you are being phased out of being able to do a Roth IRA contribution then a Back Door Roth can be a great alternative. On the surface, it sounds complicated but with correct advice and [...]

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Shamrock Newsletter - September

September 1, 2023 | Categories: Will’s Touches

Global equities rallied last week as a drop in Treasury yields following their recent rally helped support growth stocks. The Russell 2000 and Nasdaq Composite were both particularly strong—up more than 3 percent. [...]

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