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March 2021

Step Up in Basis or Captial Gains Tax?

March 31, 2021

A step up in basis is when an asset is revalued to today’s value after it has been inherited. This can have a big impact

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Roth Conversions Age Limit: When Is Too Late?

March 30, 2021

This week Paul answers this question from a listener: I’m 73 years old. So, is it too late to do Roth conversions? Listen along to

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Bonds Struggle to Outpace Inflation

March 29, 2021

A recent study shows that US bond owners have to wait 57 years for the bond prices to outpace inflation. Paul talks about why bonds

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Predatory Investment Companies

March 26, 2021

Some investment companies out there are taking advantage of investors. Between encouraging children to buy and sell stocks to telling investors there are no fees

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Question of the Week: March 24, 2021

March 25, 2021

This week Paul and his team answer a listener question: Shouldn’t we be investing in the industries and companies of the future? Paul and Evan

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New Tax Deadline, May 17th, What You Need to Know

March 24, 2021

The federal deadline to file taxes has been moved this week to May 17th. This change also affects the date to file for State Taxes

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Why Invest in Bonds?

March 23, 2021

It’s easy to get confused about why we own bonds in our portfolio. Paul breaks down the key roles bonds have in your investment strategy.

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Considering Roth IRA Contributions

March 22, 2021

The Investment Company Institute (ICI) finds that only 12% of people who fund 401(k)s also make Roth IRA contributions. Today, Paul and his team talk

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