Gehrig, a recent high school grad and soon-to-be college freshman, spent four weeks interning at TVAMP. He’s interested in becoming financial advisor so he was eager to get a real life look at their day-to-day activities. He shadowed our advisors, client service...
“Roth conversion” is a phrase often thrown around, but seldom explained. Simply put, a Roth conversion allows an investor to convert a “pre-tax” retirement account (a Traditional IRA) into a “post-tax” retirement account, better known as a ROTH IRA....
2022… What a year! Seems like we say that every year, nowadays. We’re sure you are aware this year is a midterm election year. Something you may not be aware of is; midterm election years are often more volatile than other years. The increased stress and...
A bear market is officially here thanks largely to stubbornly high inflation. For many of us, it has probably felt like a bear market for a while now, but the S&P 500 Index didn’t close more than 20% below its January 3 record high until Monday, June 13th. Tech...
2022 has been a challenging year for investors so far. The S&P 500 Index just had one of its worst Aprils in decades, and May is off to a rocky start. Bond investors have not fared much better as rising interest rates have pushed down bond prices. Bond losses have...
Ah yes, the “D” word. Most investors are familiar with diversification and its importance. However, what is good for us, isn’t always easy (see: going to the gym, skipping that donut etc.) In recent years diversification has hurt investment returns. For example, from...
