Market Recap – Week Ending 09.17.21

Overview: Stock markets around the world traded lower last week as investors considered factors including ongoing concerns about the COVID-19 Delta variant, the Federal Reserve tapering their timeline, potential U.S. tax hikes, and the need to raise or suspend the debt ceiling. In the U.S., the S&P 500 Index ended -0.5% lower last week and […]

Roth Conversion – A Tax-Smart Retirement Strategy

If you’re approaching retirement, conventional wisdom recommends allowing your 401(k) savings to grow as long as possible to enjoy the benefits of compound growth at a tax-free rate. While that’s still sound advice in some scenarios, the tax implications if you have significant retirement plan assets may have you rethinking your strategy. The Impact of […]

Determining Retirement Plan Investment Allocation

Deciding how to invest your retirement plan balance can be difficult. Most retirement plans provide many investment options and choosing the best option for you can be challenging. There are three main areas to help you determine the best investments for your retirement account: goals (retirement income needs, time, and balance), risk tolerance (comfortability with […]

How to Handle the Death of a Loved One

Expected or not, managing issues that must be addressed following the death of a family member or friend can be extremely difficult. There’s a surprisingly long list of things that need to be addressed and estate planning to manage — all while you’re grieving the loss of a loved one. Some can be handled after […]

Avantax’s Davin Carey Recognized by Forbes

Avantax Wealth Management’s Davin Carey Recognized by Forbes Among Top Wealth Advisors in California Oxnard-based senior wealth advisor joins Forbes’ Best-in-State Wealth Advisors, a ranking of top advisors in states across the country DALLAS – March 11, 2021 – Avantax Wealth Management℠ Financial Professional Davin Carey was named among the best advisors in California by […]