Investment Advisor VA

Charting A Clear Course Through Uncertain Financial Times


US Dollar Losing Steam

The US Stock Market seems to be responding positively to the Dollar’s declining value:

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Roth IRA Conversion – What You Need to Know

Lately, I have been getting a lot of questions from clients about Roth IRA conversion. Should I be doing it? What is a Roth IRA conversion and why is everyone talking about it? Let’s take a step back and talk about the differences between a Traditional IRA and Roth IRA. Both allow tax-free growth, however [...]

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