A well-timed Roth conversion can be a powerful tool in your financial planning toolkit, offering tax-free growth, flexibility in retirement, and potential estate planning benefits.

Trump’s policies may indeed present both opportunities and challenges for different areas of the market. While some sectors might benefit from deregulation and tax cuts, others may face headwinds from protectionist measures.

Fed Rate Cuts, Election Season, and What Lies Ahead for Your Portfolio!

In this Fall edition of our Financial Planning newsletter, we explore key areas that will help you navigate the financial complexities as you approach retirement.

U.S. equity markets saw broad gains in Q3, with all major indices posting positive returns. Notably, market leadership, which had been concentrated in large-cap tech, broadened as other sectors and asset classes joined the fun.

We are proud of this honor, which underscores our dedication to delivering outstanding financial guidance and support to our clients.

While rate cuts typically aim to stimulate growth in times of crisis, we caution against reading into the magnitude of this cut and whether it reflects concerns that go beyond merely fine-tuning inflation control.

If you would like to speak about any of the issues we touched on above, do not hesitate to reach out to your advisor.

The unprecedented nature of such a late change in Presidential candidate from one of the major parties – along with the high probability of more twists and turns ahead – will likely contribute to an increase in volatility, which has been quite low for a prolonged period.