Traditional vs. Roth: Which Retirement Account Maximizes Portfolio Values

The tax filing deadline has come and gone and I’m sure most people would prefer not to think any more about their taxes. Even so, it’s not too early to begin thinking about contributions to your retirement accounts for the 2018 tax year. A common question among investors is, “Should I contribute money to a… Read More »

April 2018 Economic Dashboard

Consumers have long been sensitive to changes in prices they pay for everyday goods and services. The double-digit inflation of the 1970s and early 1980s has long given way to the more predictable 2% annual gains we have experienced for the past 25 years. The severe recession that followed the Financial Crisis of 2008 actually… Read More »

March 2018 Economic Dashboard

The first quarter of 2018 started off with a bang as stock market indexes climbed over 6% by January 26, one of the better starts to a new year.  After a placid 2017, meaning little or no volatility, investors were spooked by the January labor report that suggested wage inflation was accelerating and the Federal… Read More »

February 2018 Economic Dashboard

So much for another quiet year. Throughout all of 2017 the Dow Jones and S&P 500 indices never declined more than 3% from their latest highs on their way to full-year total returns in excess of 20%. The momentum continued into January as it seemed like we were on our way to another great year…. Read More »

January 2018 Economic Dashboard

(click image to enlarge) As if last year’s stellar performance wasn’t enough, the momentum has continued right along into 2018. The S&P 500 returned 5.62% in January, the best start to a year in nearly three decades. Historically a strong start to the year bodes well for the rest of the year, but there are… Read More »