Mid Year Market Update
It has been an interesting year in the market. With drops of 20% in the first quarter followed by gains of nearly 20% in the second quarter, 2020 sure has been one of a kind.
It has been an interesting year in the market. With drops of 20% in the first quarter followed by gains of nearly 20% in the second quarter, 2020 sure has been one of a kind.
I've always loved the expression "It's not what you make, it's what you keep." I wanted to share some high level techniques to help improve your after-tax returns.
I did a quick video recently on how many clients I can handle in my practice. It raised some questions from others about how many clients an typical advisor should have.
The Mega Backdoor Roth is one of the best retirement planning tools for high-income earners who have an employer with the right set-up. I wanted to update some of the numbers for 2020 on this wonderful planning concept.
ESG funds continue to grow in popularity. I wanted to share some of my thoughts on the performance of ESG funds I hold.
The Roth 401k is a wonderful investment tool for high income earners.