The Back-Door Roth IRA

By Adam Strauss

Roth IRAs can be highly useful retirement savings vehicles for investors. While it is true that you cannot deduct contributions to your Roth IRA, you can withdraw your money tax-free down the road in retirement...

Quarterly Commentary

04/26/18

Trade War Investment Risks

By Adam Strauss

History often repeats itself; when the economy is persistently weak, populism and trade protectionism tend to rise. In light of President Trump’s recent tariff threats, financial news articles are citing the Smoot-Hawley Tariff Act of...

Quarterly Commentary

01/26/18

Party Like It’s 1999

By Adam Strauss

Prince captured the zeitgeist of the late 1990s in his classic pop hit, ”1999,” although he wrote the song during the early 1980s. As the year 2000 approached, fears of a looming apocalyptic event increased,...

Financial Planning

11/17/17

Fixed Annuities

By Adam Strauss

In a prior issue of the Navigator (Fall 2016), we delved into the complex and controversial world of variable annuities. In this Navigator, we tackle the somewhat simpler and less controversial but still very important...

Quarterly Commentary

10/26/17

The New Age of Monopoly

By Adam Strauss

After refusing to give up his properly assigned airplane seat to an off-duty United Continental employee, Dr. David Dao was assaulted by O’Hare Airport security personnel this spring. Dr. Dao was subsequently pulled from his...

Investing and Markets

09/11/17

Four Reasons Why President Trump Wants a Weak Dollar

By Adam Strauss

If the dollar strengthens significantly, it will have a significant impact on your investment portfolio. Similarly, if the dollar weakens, it will also have an impact on your investment portfolio. If you are an investor,...

Insights

The Back-Door Roth IRA

Trade War Investment Risks

Party Like It’s 1999

Fixed Annuities

The New Age of Monopoly

Four Reasons Why President Trump Wants a Weak Dollar