Balancing Act Equity markets declined sharply in the second quarter, with the S&P 500 Index falling by 16.1%. When combined with the negative equity market returns in the first three months, the broad market has suffered its worst first half since the Nixon administration. Selling pressure was d
Read MoreRotation by Daniel Eye Market Update Equity markets got off to a strong start in 2021, rising for a fourth straight quarter. The S&P 500 Index advanced by 6.2% while posting multiple new all-time highs along the way. The market remained very positive on reopening progress and improving high
Read MoreEvery year we have clients that make Roth IRA contributions. Sometimes a client discovers that they were ineligible to make a contribution (this discovery usually happens when they file their tax return) due to an increase in income for that tax year. The contribution and calculated earnings must t
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