George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.
George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
If you are looking for ways to increase your tax-advantaged retirement savings, it may be worth exploring the concepts of the backdoor Roth, and the newly popular mega-backdoor Roth. If the circumstances fit and the rules are followed, both strategies allow individuals to save money for retirement without ever paying income taxes on the funds again. Yes, you read that right.
It has been a wild ride of politics, pandemics, and social unrest. As 2020 draws to a close, it’s time to review some typical year-end wealth planning reminders as well as ones that are unique to this year.
Roth IRAs are after-tax retirement accounts. While not tax deductible when they are funded, they grow tax free and withdrawals are income tax free provided they are withdrawn after age 59 ½. Additionally, most Roth IRAs are not subject to required minimum distributions.
