New I.R.S. Contribution Limits

A look at the maximum amounts you can put into retirement accounts this year. Provided by Christian H. DePaul, CFP, MS, CDFA The I.R.S. just announced the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts … Read More

Avoiding Large Losses in Your Portfolio

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1 Provided by Christian H. DePaul, CFP, MS, CDFA   Risk is a factor in any investment decision that you make. Your tolerance for risk is something … Read More

Roth IRA Conversion in the Era of COVID-19

Roth IRA Conversion in the Era of COVID-19 Is it right for you? Provided by Christian H. DePaul, CFP, MS, CDFA The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time … Read More

Should You Care What the Financial Markets Do Each Day?

Focusing on Your Strategy During Turbulent Times. Provided by Christian H. DePaul, CFP, MS, CDFA Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially … Read More