Q1 Market Commentary

By J.K. Roberts, CFP, CRPC | March 28, 2018 | 0 Comments

The first quarter of 2018 is coming to an end and the market news is mixed. The Dow Jones and S&P 500 stock indices have basically been flat for the quarter. The market run that…

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Retirement Distribution Tax Planning

By J.K. Roberts, CFP, CRPC | March 19, 2018 | 0 Comments

“Please consult your tax advisor.” This is the standard disclaimer brokerage firms give whenever a client requests a withdrawal from their retirement account. It’s there way of washing their hands of the situation. Brokerage firms…

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Dow down 4.6%? Don’t panic.

By J.K. Roberts, CFP, CRPC | February 5, 2018 | 0 Comments

The Dow Jones Industrial Average dropped 1,175.21 points today. It was the largest point drop in the history of the stock market. The index lost 4.6% of its total value. How should investors react to…

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New Roth IRA Recharacterization Rule

By J.K. Roberts, CFP, CRPC | January 30, 2018 | 0 Comments

A major change to the tax rules starting in 2018 could leave many paying high taxes on investments that they have lost money on. The new tax law prevents recharacterizations of Roth IRA conversions made…

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