Roth IRA Conversions20150326150603

Roth IRA Conversions

AJ NorrisMarch 26, 2015
With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 million U.S. households (about 15.6%) owned Roth IRAs in 2013....
What Is Inflation and Why Should You Care About It?20150317140509

What Is Inflation and Why Should You Care About It?

AJ NorrisMarch 17, 2015
Prices: Up, up and away Inflation occurs when there is more money circulating than there are goods and services to buy. The process is like trying to attend a sold-out concert at the last minute; there is more demand for tickets than there are tickets to go around. As a result, t...
Financial Survival After a Job Loss20150306131712

Financial Survival After a Job Loss

AJ NorrisMarch 6, 2015
You may have lost your job already, or it’s something you’re concerned about. Either way, the keys to surviving a job loss financially are to plan, take stock of your income, and cut your expenses....
Exchange-Traded Funds: Do They Belong in Your Portfolio?20150304153028

Exchange-Traded Funds: Do They Belong in Your Portfolio?

AJ NorrisMarch 4, 2015
Exchange-traded funds (ETFs) have become increasingly popular since they were introduced in the United States in the mid-1990s. Their tax efficiencies and relatively low investing costs have attracted investors who like the idea of combining the diversification of mutual funds wi...
The Benefits of Tax-Advantaged Savings Vehicles20150302154322

The Benefits of Tax-Advantaged Savings Vehicles

AJ NorrisMarch 2, 2015
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.  But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider inc...