by fwsadmin | Jan 1, 2022 | Uncategorized
-Darren Leavitt, CFA US financial markets rallied in December in volatile trade. It seemed markets would take two steps forward in one week only to give up a step in the following week. The emergence of the Omicron variant rattled markets initially, but investors were...
by fwsadmin | Jan 1, 2022 | Uncategorized
Weekly Market Commentary – 12/31/2021 -Darren Leavitt, CFA Financial market action in the final week of the year was relatively muted. A mild Santa Clause rally did ensue as seasonal factors such as rebalancing and window dressing kicked in. Investors got a...
by fwsadmin | Dec 31, 2021 | Uncategorized
KEY POINTS The Covid-19 pandemic has prompted people to rethink both big and small life goals. For 2022, it’s “super important” that everyone redo their financial plans, advisors say. These tips can help you make sure you’re on track and turn uncertainty into...
by fwsadmin | Dec 30, 2021 | IRA Blog
By Sarah Brenner, JD Director of Retirement Education Question: Ed, Since the Build Back Better bill is still in legislative limbo, does that mean that backdoor Roth IRA contributions are still available for 2022? If so, what do you suggest if someone makes a backdoor...
by fwsadmin | Dec 29, 2021 | IRA Blog
By Andy Ives, CFP®, AIF® IRA Analyst SCENARIO: Teddy, age 60, has an existing Traditional IRA with a current balance of $93,000. This is all deductible, pre-tax money. Teddy would like to contribute to a Roth IRA, but his income level exceeds the Roth IRA income...