Thinking About a Roth Conversion? Beware of the Pro-rata Rule.
Having money in a Roth IRA can be very beneficial. After all, no one ever complains about being able to draw out tax-free money. Getting...
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Nicholas Rossolillo
- May 3, 2022
- 1 min
Inflation, the Fed's Interest Rates, and the Stock Market
Conversation with Mark Evans, CSU Bakersfield Economic Professor Emeritus. Topics include: --Inflation is at 40 year highs. How did we...
18 views
Nicholas Rossolillo
- Apr 4, 2022
- 2 min
March 2022 Market Updates Round-Up
A selection of articles from March 2022 explaining key business trends.
14 views0 comments
Nicholas Rossolillo
- Feb 1, 2022
- 1 min
What Inflation Means For Your Investments
Let's talk about inflation. We've all been hearing a lot about it, and we can chalk up inflation (and the Federal Reserve's response with...
42 views0 comments
Eric Martin
- Jan 13, 2022
- 3 min
How to Make Filing Your Taxes Easier
Most people don't really enjoy filing their taxes. Even if you are getting a nice refund, the actual act of gathering all your...
11 views
Nicholas Rossolillo
- Jan 13, 2022
- 1 min
Why Business Growth Sometimes Doesn't Always Equal Stock Growth
Confused why a growing business you're invested in isn't equating to a higher stock price? Let's talk about that. In this video, we...
20 views0 comments
Eric Martin
- Dec 15, 2021
- 2 min
Price to Free Cash Flow
Oftentimes when evaluating stocks you hear different terms used like price to earnings ratio (PE ratio), price to sales ratio (PS ratio),...
11 views
Eric Martin
- Dec 9, 2021
- 2 min
Charitable Donations Have an Extended Tax Benefit for 2021
Generally, if a taxpayer doesn't itemize their tax deductions, any charitable donations do not count against their income. However, the...
12 views
Eric Martin
- Nov 19, 2021
- 2 min
2022 Retirement Contribution Limits and Income Limits
It's hard to believe it's almost 2022. Yet here we are. To help prepare for another year's decisions, and in particular our financial...
14 views
Nicholas Rossolillo
- Nov 12, 2021
- 2 min
Comcast Is a Strong Value Stock After Q3 2021
U.S. households keep parting ways with their cable TV provider, but that isn't hurting Comcast all that much. Here's why.
3 views
Nicholas Rossolillo
- Nov 12, 2021
- 2 min
Why Etsy Continues to Grow Its E-Commerce Business
Etsy stock has been a great investment during the pandemic, but it continues to grow even as the economy reopens.
16 views
Nicholas Rossolillo
- Nov 11, 2021
- 2 min
Adobe Is an Underrated Software Company
There is a transformation happening in the business world. A digital transformation. Companies are making the switch to the digital world...
8 views
Eric Martin
- Oct 13, 2021
- 4 min
Use Your HSA for More Than Just a Health Savings Account
Utilizing every avenue that is available to capitalize on tax savings is always on people's minds (at least during tax filing season) and...
10 views
Eric Martin
- Sep 29, 2021
- 3 min
Don't Leave Free Money on the Table
Saving money can be a hard habit to start. We all want to save more, but the cost of living these days can make it difficult to be sure....
9 views
Eric Martin
- Sep 2, 2021
- 3 min
How to Put Your Money in a Roth IRA Through the "Backdoor"
If you make too much money to contribute to a Roth IRA directly, there are still ways to move money into a Roth through a strategy called...
20 views
Eric Martin
- Aug 18, 2021
- 3 min
No Earned Income? Here's How Some May Still Contribute to an IRA.
In the last year and a half, many have stopped working due to the pandemic. Some families have had one spouse stay home with the kids due...
13 views
Eric Martin
- Aug 5, 2021
- 3 min
Why You Need to Know About the Time Value Of Money (TVM)
The time value of money (TVM) is a basic financial concept that shows how the money you have today is worth more than the equal amount of...
41 views
Eric Martin
- Jul 21, 2021
- 3 min
Dollar-Cost Averaging. A Great Long-Term Strategy.
Investing in the stock market can be stressful. Some investors constantly worry about a market "crash." When the market does fall, some...
11 views
Eric Martin
- Jul 14, 2021
- 3 min
40 Years Old With Little To No Retirement Savings. Is It Too Late to Start?
According to the Federal Reserve Survey of Consumer Finances, the average 40 to 44 year old has $101,899.22 in retirement savings, but...
29 views
Eric Martin
- Jun 30, 2021
- 4 min
Do You Have An Investment Account? If Not, Stop Making Excuses.
One of my favorite investment sayings is this: "The best day to start investing is today." I can't tell you how many times I hear that...
20 views
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