March 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

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

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

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

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

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

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.

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