Between industry news and experience.

Here we go into the worlds of IRAs, Roth and traditional IRAs.

Welcome to a financial plan in 10 minutes. In this short time, I'd like to show you a basic framework that lies at the heart of every plan and it's my hope that this will help you to make better financial decisions for the rest of your life.

With all the economic, social, and political uncertainty swirling the planet currently, I’d just like to take a moment and acknowledge what we consider to be the single best sector in terms of risk-reward for the next 12 months, the mighty US Treasury bond.

The peace dividend put geopolitical risk on the shelf for the last three decades. Recent Russian actions changed that. Have you factored current geopolitical RISK! into your investment decisions? Haddam Road has some suggestions.

A week ago, scrolling through Twitter, a tweet showed up IN CAPITAL LETTERS, shouting: “HOLY MOTHER OF GOD – the new coronavirus is a 3.8!” While still a real major threat, it is interesting however to see how the coronavirus threat went “viral” through cyberspace and created a certain reality that just hasn’t materialized… yet. The original transmission of that “3.8” idea draws an interesting parallel to markets in general. When does perception become reality?

Global tensions have heightened with the actions of last week, the question I hear from clients is ‘what does that mean for my portfolio’?