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
- 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.
5 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.
20 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...
11 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....
11 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...
22 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
- 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...
15 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...
31 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...
21 views
Eric Martin
- Feb 3, 2021
- 4 min
What Does It Mean To Short Sell A Stock?
With all the hype around the GameStop story, many investors have asked us what it means to short sell a stock. We are not going to weigh...
24 views
Nick Rossolillo
- Jan 27, 2021
- 7 min
Concinnus Financial Annual Investor Letter And 5 Investment Trends For 2021
2020… goodbye and good riddance. To those of you that have been directly affected by COVID-19 -- from getting sick to losing work -- our...
176 views
Eric Martin
- Dec 22, 2020
- 3 min
Is A Zero Commission Trade Fee Really Free?
In the last several years, zero commission stock trades have become more and more popular. In turn, investing in the stock market has...
37 views
Nick Rossolillo
- Feb 25, 2015
- 4 min
What’s Next for Oil and Gas Prices?
Over the past couple of months, it seems that my engagement in small talk has been revolving around cheap gas prices. In fact, it seems...
21 views
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