Newsletters

• Keeping Cool in Volatile Markets

  Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

• HOT TOPIC: The Iran War, the Economy, and Your Portfolio

  This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

• Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

  High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

• Grocery Games: Strategies to Help Stretch Your Food Budget

  Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.