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Articles of Interest

Finding The Right Financial Advisor

I recently re-read a few chapters of a good introductory book on investing called “The Art of Investing & Portfolio Management.”  I think one of the best chapters for individual investors to read is the [...]

Converting a Traditional IRA or 401(k) into a Roth IRA

Assets in a Traditional IRA or 401(k) grow tax-deferred and distributions are taxable at ordinary income tax rates.  A Roth IRA grows tax deferred and distributions are tax free.  By converting your assets to a [...]

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