Roth IRAs and Roth Conversions: The Revo Guide
All good financial and tax planning addresses a fundamental question about individual retirement accounts (IRAs): traditional or Roth? Most advisors (us included) see a place for both traditional and Roth accounts. However, many of our clients don’t qualify to make Roth contributions, as their earnings are too high. So this conversation often evolves into a […]
How to handle student loan repayment
More than half of college attendees wind up borrowing money to pay for school. Which means paying these loans back is one of the biggest financial challenges facing young people today. How student loan repayment fits into your financial plan is largely going to depend on your personal circumstances and goals, but we still want […]
September 2022 Market Update
Inflation, Labor Market and Consumer spending August’s inflation surprised economists and the markets, and not the good kind of surprise. Lower gas prices helped somewhat, but the overall Consumer Price Index rose 0.1% over the month and 8.3% over the year(1). A Bloomberg survey showed economists had expected prices to fall 0.1% and the direction […]
Revo Trade Rationale – September 2022
