Backdoor Roth IRA
If your annual income excludes you from being able to utilize the tax-code benefits of a Roth IRA, you may be a good candidate for
If your annual income excludes you from being able to utilize the tax-code benefits of a Roth IRA, you may be a good candidate for
Market Performance Overview Domestic equities were up during Q4, with the S&P 500 finishing +31.49% for 2019. Foreign equities were positive for the quarter, returning
On December 19, 2019, Congress passed a year-end appropriations bill with the SECURE Act attached to it. What is the SECURE Act? The Setting Every
Charitable bequests are a great way to satisfy both personal and financial planning goals. If charitable giving is a priority within your financial plan, we
Voisard Asset Management Group believes in a long-term investing approach. Why? Because it works. The more difficult question to answer is “How long is long-term?”
Market Performance Overview Domestic equities were up during Q3, with the S&P 500 finishing +20.55% year-to-date. Foreign equities were negative for the quarter, however, emerging
For as long as the stock market and investing has existed, people have been trying to time the market. While a few have been successful,
If you have been following our blog posts, you may have seen a theme in our answers to frequently asked questions. As with many of
Many individuals recognize the need and importance of planning for the future, but what if the plan you and your family have been working toward
Market Performance Overview Domestic equities were up during Q2, with the S&P 500 finishing +4.30% for the quarter. Foreign equities were positive with emerging markets
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