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If your current income tax rate is materially less than what your income tax rate will be in the future when you take IRA distributions, a "Roth Conversion" may be an ideal strategy to reduce taxes. Download our free report to learn more.

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Blog

Each month, Founder Rich Lawrence, MBA, CFA, provides a detailed market recap and analysis through our blog. Drawing on years of experience and a disciplined investment approach, he breaks down complex market trends, economic data, and global events into clear, actionable insights. His commentary is designed to help you better understand what’s happening in the markets, why it matters, and how it may impact your financial plan.

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March 2025: Client Note

2025 started with a strong January after a 14% gain in 2024, only to give up most of 2025 gains by the beginning of March, as the table below displays. …
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January 2025: As We Turn The Page To A New Year

2024 was another stellar year for U.S. stock markets; the Dow Jones Industrial Average (DOW) posted a 13% gain, while the technology-heavy S&P 500 Index posted a whopping 23% gain.…
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November 2024: Election Day Is Here – FINALLY!

Believe it or not the US economy and stock markets have performed well over the past 20 years regardless of which political party controls the Executive Branch (President) of Government.…
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July 2024: A Tale of Two Markets

The above table and chart clearly show that technology and high growth stocks continue to drive market returns through June 2024. The largest 10 stocks in market capitalization represent 37%…