News & Articles
Active vs. Passive Portfolio Management
Active or Passive investing: it can be confusing, even paralyzing, for you to make sense of the rhetoric and to develop a clear, disciplined strategy tailored to your needs.
Shamrock Newsletter - April
The S&P 500 recently had its best weekly performance this year as the Federal Reserve (Fed) signaled that rate cuts remain on the horizon for 2024. Bond yields fell on the news as bond investors interpreted this as a [...]
How The Backdoor Roth IRA Contribution Works
Like any other financial planning strategy, a Roth IRA is not a one-size-fits-all solution.
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