The “Back-Door” Roth Conversion

Month: March 2017

March 15, 2017  |  

The Power of Diversification

In my last post we discussed the three key concepts that determine the price of an individual security.  Here we’ll explore the importance of diversifying your investments. More than five decades of academic research has confirmed two key benefits of diversifying and they’re among the most powerful concepts in financial economics: (a) Having a diversified portfolio […]

March 13, 2017  |  

3 Key Concepts That Successful Investors Understand

As a 30-year veteran of the financial markets, I’ve been through just about every market cycle and heard every sales pitch that’s come along. What’s become clear to me over the past three decades is that no matter what the media or the financial services industry tells you, evidence matters. And, evidence combined with process, […]