The Accumulator
When clients come into my office, usually the #1 underlying question is “Am I making the right decisions with my money?”. When people ask this question, they are usually wondering if it is better for them to fund a Roth vs. a regular 401k or what strategies they should be using to reduce taxes, etc.
How Trade Wars with China Could Affect Your Portfolio
Over the past year trade wars have been making headlines and have been a topic from water cooler conversations to late night comedy. The conflict involving the world’s two biggest economies: the US and China understandably holds the world’s interest.
