News & Articles
The Power of 1%
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.
Backdoor Roth IRA Contributions
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 [...]
Shamrock Newsletter - September
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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