The Modern Investor
Written by Human Advisors, for Human Investors
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When Does 13,000 = 1,000,000?
529-to-Roth conversion introduces some new planning concepts for new parents and grandparents. And no just for education. We explain how an early 529 contribution of $13,000 could grow to be worth over $1,000,000 in tax-free money for the child.
Is My Home Next?
2023 Annual Letter
What A Start
Will the strong start to 2023 continue for international stocks?
A Boring 19%…
SECURE Act 2.0 - Six Things to Know
Outlooks Everywhere
Making a list… ‘Tis the Season!
Planning for the Inevitable
The Good, The Bad, and The Ugly: Interest Rates Edition
Mid-Terms and Stocks
Did I Miss It?
I Can’t Look
3rd Quarter 2022 Commentary
Portfolios: Made in America
A Great Decade*
Is Cash Finally Cool?
Wait. Bonds Are Down, Too?
No free lunch this year. Bonds have struggled to offer protection in 2022.
It’s Up! No, It’s Down! What to Make of Market Volatility.
The S&P 500 was up about 3% last week. The growthier and tech-heavy NASDAQ did a little better, returning just over 4%. Good news, right?
