Year: 2019

Roth or Traditional IRA: Which is Best?

Money

Last week our discussion centered on your Financial Checklist for the New Year and included making both your 2018 and 2019 contributions to either a Traditional IRA or Roth IRA as soon as you’re able…hopefully this month.  If you’re ready to make that investment or at least set up a monthly auto-investment plan for one […]

Investing for 2019

As investors, we’re pretty happy to see 2018 come to an end.  This has been a year marked by stock market volatility for numerous reasons including trade wars, rising interest rates, Brexit, etc.  The big question is, “What’s in store for 2019 and what should I (as an investor) do about it?  Here’s what some […]

Financial Checklist for the New Year

The New Year always gives us a sense of new beginnings and an opportunity to create positive results for ourselves, family, friends and community.  It’s the perfect time to reset the course of our financial lives.  Here’s a checklist of things you should consider: ⃝ Traditional or Roth IRA contribution for 2018.  If you’re eligible to […]