Good Financial Reads: How to Diversify and Rebalance to Manage Risk

Published on August 25, 2023
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5 Investment Considerations for Business Owners in Down Markets

by Grant Bledsoe, Three Oaks Wealth

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Deciding Whether or Not To Do a Roth Conversion — A 3-Step Method

August 22, 2023
Much is made about the many methods to determine whether or not you should make a Roth IRA conversion. It seems as if this very strategy has been the quintessential tax planning move of the last decade since income limits and restrictions were eliminated in 2010. As market volatility has caused losses in 2022, it’s also enhanced the opportunity for Roth IRA conversion. Lower prices mean creating l

Z1: 2023:Q2 data now available for the Financial Accounts of the United States

September 8, 2023
This release incorporates revisions, structural changes, and enhancements including a new Other equity table (table F.225 and L.225), and two new Other equity detail tables: Direct investment equity (F.225.a and L.225.a), and Miscellaneous other equity (F.225.b and L.225.b). Tables F.223 through F.235 and L.223 through L.235 have been reordered and renumbered to accommodate the new tables. Major c