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Financial Planning

Financial Planning – What to Consider if Your IRA Portfolio Takes a Nosedive

“What to Consider if Your IRA Portfolio Takes a Nosedive”

The first half of 2020 has been marked by historical levels of volatility on the way down… and up.  During the steep drawdown in March our financial advisors were focused on trying to find productive ways to help our clients.  One of the key discussions in March, revolved around taking advantage of the draw down in asset values to perform a “Roth Conversion” – a strategy we would like to dive into Read More...