News & Articles

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How The Backdoor Roth IRA Contribution Works

March 13, 2024 | Categories: Will’s Touches

Like any other financial planning strategy, a Roth IRA is not a one-size-fits-all solution.

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Shamrock Newsletter - March

March 6, 2024 | Categories: Will’s Touches

The health of the economy and markets through February is still good. It wouldn’t be completely surprising if there is some “normal” sell-off activity in March. However, the overall outlook for the year is still strong [...]

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Walking with Will, This Time With a Friend!

February 27, 2024 | Categories: Will’s Touches

Walking with Will...and a new Friend. New experiences and new friends help Will appreciate what he already has.

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