by Vance Barse | Aug 1, 2022 | Blog, Financial Advisor, Financial Planning, Inflation, Investing, Markets, Portfolio Management, Roth Conversion, Tax, Uncategorized
Got the bear market blues? You’re not alone. While markets have had an unusually tough first-half of the year, all is not lost. A picture is worth a thousand words, so instead of getting into a bunch of economic jargon that will put most of you to sleep, let’s keep it...
by Vance Barse | Jan 15, 2022 | Blog, Roth Conversion, SECURE Act, Tax Bracket Management
It doesn’t take reading Alexander Pope’s Essay on Man to know that hope springs eternal. The transition into a new calendar year is, ultimately, just another day, but we human beings ascribe deeper meaning and optimism to the annual tradition of ringing in our next...
