BLOGS
FROM THE DESK OF THE CWS TEAM
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TRUSTED ECONOMIC PERSPECTIVES
Distorted
One thing we must remember when looking at economic data, is that everything is distorted. The US (in fact, much of the world) panicked in 2020.
Silly Season
With less than three months left before the 2022 midterm elections, it is officially silly season when
it comes to interpreting economic reports.
Tax Hikes: Bad, But Bearable
With the Senate having passed a budget plan yesterday with only Democratic votes as well as a tie broken by Vice President Harris…
OUTLOOK
Should You Convert to a Roth IRA?
Whether an investor benefits from converting assets within a traditional IRA to a Roth account may depend on the amount of time he or she plans to leave the assets invested, estate planning strategies, and his or her willingness to pay the federal income tax bill that a conversion is likely to trigger.
Retirement Planning Tips for Fifty-Somethings
Entering your 50s and behind in your retirement planning goals? Don’t fret. You’ve still got time to get your financial plan back on track.
Planning Your Required Distributions
For those in or near retirement, the age of 70½ is a key transition point: Retirees need to begin planning for required minimum distributions (RMDs) that are taken annually from employer-sponsored retirement plans and traditional IRAs.
CLIENT LETTER
Client Letter | Change May Bring Opportunities | October 7, 2021
Change is disruptive but it also brings opportunities for the next leg higher for this bull market.
Client Letter | The Bull Market Continues | September 2, 2021
Dear Valued Investor, The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened...
Client Letter | Six Months and Counting | August 5, 2021
Amidst elevated valuations for the stock market, our outlook remains positive because of robust fundamental drivers.
FINRA Resources For Investors
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