How different investments are taxed
Each year, we field numerous client questions about minimizing their taxes. The questions tend to focus on how the tax advantages of a traditional IRA stack up to a Roth account and other basics. However, keeping our tax conversations high-level often means glossing over significant opportunities for tax savings. In this article, we’re going to […]
Traditional vs. Roth accounts: How to plan for taxes in retirement
When it comes to choosing which type of tax-advantaged account is better, many personal finance pundits favor traditional retirement accounts over Roth accounts. Their logic is simple and sound: You probably make significantly more money now, during your peak working years, than you’ll be making in retirement, when you’re living off your savings. But when […]
Revo Mid-Month Trade Rationale – April 2025
Monthly Market Update – April 2025
A historic week The week of April 7 through 11 delivered historic market volatility, as a sudden tariff reversal triggered a rollercoaster ride across US and global markets—from stocks and bonds to commodities and currencies. The S&P 500 started the week on shaky ground, slipping closer to bear market territory before plunging 1.6% on Tuesday […]
Revo Trade Rationale – April 2025
