A recent paper from Vanguard sheds light on when it makes sense to transfer funds from a traditional IRA to a Roth IRA (a Roth conversion). Recall that the
“The Price of Financial Advice Is, Finally, Falling” is the title of a 10/8/2018 Wall Street Journal article by Lisa Beilfuss. The byline reads, “As the
As we have stated many times, it is crucial to understand how your financial advisor/planner is paid. The three basic compensation methods are commission
In general, interest income from municipal bonds is exempt from federal taxes, and for in-state municipal bonds, state taxes can be avoided as well. Given
To all investors who have ever asked us what they can do to meet their financial planning goals, at Clarity Capital Advisors, our answer has invariably
For very high net worth people looking to maximize the impact of their charitable giving, a private foundation comes to mind. Its primary advantage is the
The Dreaded 3% is getting dangerously close! Of course, we are referring to the yield on the 10-year Treasury note which closed Friday (2/23/2018) at 2.87%
While it was only two weeks ago that we heard the incessant chatter about “the best January in the last three decades”, it may as well have been a
Today (2/2/2018), the Dow suffered its largest single-session point plunge since 2008, losing 666 points. Expressing the decline in percentage terms (2.54%)
Today’s (1/17/18) Wall Street Journal featured an opinion piece by Martin Feldstein (Harvard professor and chairman of the Council of Economic Advisers under
Even without Warren Buffett winning his ten-year bet on the performance of a handpicked collection of hedge funds vs. an S&P 500 Index Fund, the argument is