Backdoor Roth IRA Contributions photo shows key in door lock.

January 25, 2024

Presented By Tom Kennedy, CFP®: Retirement planning is complicated. Many individuals put off saving, thinking that retirement is years away—until it isn’t. Then, in their 40s and 50s, they start to panic and wonder how they’ll catch Read More...
Should You Invest in Fine Art is depicted with a male auctioneer conducting an art auction with potential buyers holding up numbered paddles.

September 18, 2023

There are multiple ways to invest in fine art, from art funds and trusts to online sales and purchasing individual pieces to hang on your walls. We Read More...
REITs Unveiled: A Comprehensive Guide for Investors is depicted in the image by REIT graphic in the middle of several floating related graphics of buildings, graphs, and dollar signs.

September 8, 2023

Discover the benefits, risks, and strategies for investing in REITs, and gain insights to diversify your portfolio and earn regular income. By Kris Read More...
Active vs. Passive Portfolio Management with business woman holding hands up and closing eyes, with obvious frustration at people pushing financial data at her. on laptop, tablet, notes, and reports.

July 24, 2023

The supremacy of one school of thought over the other in the active vs. passive investing arena is indeed a worthy debate. Both sides argue Read More...
Roth IRAs Vs. Roth 401(k)s depicts circle of pink ceramic piggy banks.

June 17, 2023

According to an old adage, it’s better to tax the seed than the crop. And if you’re comparing traditional retirement accounts with Roth Read More...
IRA One-Rollover-Per-Year Rule ira handwritten in a notepad. Retirement.

June 16, 2023

If you are considering rolling over money from one IRA to another, it is important to be aware of the IRA one-rollover-per-year rule. Our guide Read More...