5/1/2017 Weekly Market Commentary

  It was a good week to own stocks. Not all financial news was good news last week, but that didn’t prevent U.S. stock markets from moving higher. Barron’s reported on the good news:1 “This past week, welcome political news from Europe, a batch of stellar corporate-earnings reports, and a concrete tax proposal to cut corporate and some personal rates sharply gave the bull even more reasons to rally. By Friday’s close, the Dow Jones […]

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Convert to a Roth IRA or Not?

Even if you qualify to convert your traditional individual retirement account to a Roth account, it doesn’t mean you should. The right answer is probably tied up in concerns about personal income tax rates, your plan for your estate, the current state of your finances and, in a sense, your best guess about your future tax circumstances. Here are the principal differences between the two IRA plans. Traditional IRA Created in 1974, the traditional IRA […]

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The Retirement Podcast: How do I turn the proceeds of my company into retirement?

How do I turn the proceeds of my company into retirement? Securities offered through Raymond James Financial Services, Inc., member FINRA and SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Kowal Investment Group, LLC, an Independent Firm. Any opinions are those of Jeff and Aaron Kowal and not necessarily those of Raymond James. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Raymond […]

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