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Advising With Transparency

A client came to us having experienced other advisors who “blew smoke”. They both felt that we always tell them exactly what has happened, why it happened, and what we are going to do about it. The most salient example was the explanation we gave them regarding a poor decision an outside investment manager made with a certain mutual fund. We did not “sugar coat it”.

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Roth IRA Conversion Pros and Cons

In today’s historically low tax environment, Roth IRA conversions are a popular consideration for building tax-exempt retirement savings.  But should you consider it; why or