With renewed concerns over higher future tax rates, Roth IRAs are being given a closer look by many investors. As the tax code can be a landmine to navigate, there are a number of traps to avoid with regards to Roth IRAs. We take a closer look at some strategies [...]
There are many uncertainties in the market including the various possible outcomes of the upcoming elections. Sign in and watch the experts at Visionary Horizons use an unpolitical approach to answering your questions on what to expect during the closing months of year 2020.
Early on in my career, I took an interest in bond investments and particularly the role that they play in a sound portfolio. While many advisors were more interested in finding the next hot stock, I would scour bond inventories and keep an eye on short-term and long-term interest rates. [...]
While Trade Wars, Inverted Yield Curves, and Brexit make great fodder for the financial media it is unlikely that any of these events will ultimately make or break your retirement. My experience helping retirees navigate the last market downturn that started in 2007 and ended in 2009 shaped my approach [...]