Latest articles by Ray E. LeVitre, CFP®
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3 Reasons to Convert an IRA to a Roth
IRAs You may have heard about this strategy or thought about giving it a try but aren't sure if it's right for you. To find out, here are the basics of how it works and who is best suited to this tax-planning possibility.
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Is the Stock Market More Volatile Now Than Ever Before?
investing Daily swings of 200 or 300 points can leave investors feeling more than a little unnerved, but a deeper dive into the numbers over the years may reveal a truth that could help calm those jitters down a bit.
investing -
Rates Are Rising. Is It Time to Sell Your Bonds?
bonds Conventional wisdom holds that bonds' value falls as rates rise, and rates are rising, so now what? Well, before you start selling, read this.
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When Will the Dow Hit 50,000?
Markets The freight train ride that stocks have taken investors on has many wondering.
Markets -
Will You Spend Less in Retirement Than You Think?
retirement It's smart to budget for inflation. But if you're overly conservative, you may be setting yourself up for a less fun retirement or years longer working than necessary, because your retirement spending calculation may be wrong.
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Invest with Your Eyes Wide Open
investing Are you prepared for volatility? Before you make an investment, look carefully at its track record by asking these five questions.
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Time to Take Stock Profits? 4 Steps to Consider Now
stocks With stocks in the stratosphere, many investors have happily put off rebalancing as they watch their portfolios rise. Those same investors won’t be smiling when stocks fall back down to earth. It could be time to do some strategic selling.
stocks
