Entries by Cary Facer

Meet the Team: Veronica Cabral

It’s not every day that someone works her way up from Client Service Associate to the C-Suite in just six years! Get to know our dedicated and always-positive Director of Operations and Chief Compliance Officer, Veronica Cabral, here.

What is a Roth Conversion?

What is a Roth Conversion? According to Investopedia, “a Roth IRA conversion is a reportable movement of assets from a Traditional IRA, SEP or SIMPLE IRA to a Roth IRA, which is a taxable event. A Roth conversion can be advantageous for individuals with large traditional IRA accounts who expect their future tax bills to […]

Word on the Street – November 27th – December 1st

Word on the Street – November 27th – December 1st Another brief conversation with our CIO on current events in the investing world… A sit down with Blake Street, CFA, CFP® to discuss some current events in the news, their impact on investors, and his sentiment on some issues. Enjoy… Trade War talks are still […]