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WSWA Monthly Market CommentaryFebruary 13, 2019 - 11:50 pm
WSWA Monthly Market Commentary for January 2019 Key Takeaways All major asset classes were up strongly in January, one of the best yearly starts in recent memory, despite the month-long partial government shutdown in the U.S. and continuing uncertainty internationally about the economic impact of trade tariffs and the U.K. ‘Brexit’ negotiations Global real estate […]
Does PG&E’s Recent Bankruptcy Announcement Scare You?January 19, 2019 - 12:02 am
Here Are The Things All Employees Should Be Aware of Regardless of Where You Work By Justin D. Rucci, CFP® As many of you are likely aware, PG&E recently announced a bankruptcy filing as the result of roughly $30B in potential liabilities stemming from recent California wildfires. Regardless of whether or not you work for a […]
Market Commentary – December 2018January 14, 2019 - 10:25 pm
Market Commentary – December 2018 Key Takeaways Though the U.S. stock market closed the year with its first annual loss since 2008 (S&P 500 -4.38%)(1), investors retained the vast majority of gains earned in 2017 (21.83%.) International stocks as measured by the MSCI EAFE(2) index were down -8.96%, giving up just over half of 2017’s […]
What is a Roth Conversion?December 26, 2018 - 5:07 pm
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 […]

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