Hot Takes with a Long-Term Point-of-View

We dig deep into comprehensive financial planning and investment management topics, current events, and market performance.


Explore more than a decade’s worth of time-tested tips and thoughtful commentary on the financial world, current events, and even our firm. 

Converting a Traditional IRA to a Roth IRA

Roth IRA conversions have gained popularity, thanks to the removal of the income cap on conversions several years ago. A Roth IRA allows your principal and earnings to grow completely tax-free, because contributions are made to a Roth IRA after tax.

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Dollar-Cost Averaging

Dollar-cost averaging (DCA)—investing the same fixed amount of money in a particular fund (or portfolio) at regular intervals—is a technique that helps you avoid the

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Strategic Social Security Income Planning

Many strategies exist to help you maximize Social Security income, depending upon your family situation and stage of life. This article touches upon just three strategies that can be worth hundreds of thousands of dollars to many people.

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