Quick Answers: Should I do a Roth Conversion Every Year?
First-quarter GDP rose at a 2.0% annual rate, a rebound from the prior quarter’s 0.5% pace. The gains came from investment, exports, consumer spending, and government spending, while imports weighed on the headline number.
Ask Tim: Taxes Get Weird With Startup Equity
For a long time, equity compensation sounded like something reserved for Silicon Valley founders, early employees, and the occasional person who somehow knew what a cap table was before the rest of us. Now, stock-based compensation shows up in more offer letters, bonus plans, 401(k)s, and executive benefit packages, which means more people are being […]
Market Flash: Crude Oil Woes Can’t Stop GDP Growth
First-quarter GDP rose at a 2.0% annual rate, a rebound from the prior quarter’s 0.5% pace. The gains came from investment, exports, consumer spending, and government spending, while imports weighed on the headline number.
Why a Fiduciary Advisor Is Worth Far More Than a Broker
Most people assume that when they hire a financial professional, that person is legally obligated to act in their best interest. The uncomfortable truth? That’s not always the case. Whether your advisor is a fiduciary or a traditional broker-dealer can mean the difference between advice that serves you — and advice that serves them.
Market Flash: Trump’s Blockade
For most of the week, markets traded like energy desks were setting the mood for everyone else. A U.S.-Iran ceasefire announced on April 8 sent crude sharply lower and sparked a global equity rally, only for fresh tension around the Strait of Hormuz and a U.S. blockade announcement on April 13 to shove Brent back […]
Taxes 101: Everything You Need to Know (But Were Afraid to Ask)
Every April, millions of Americans scramble to file their taxes — often without fully understanding what they’re filing, why they owe what they owe, or whether they could have kept more of their money. The good news: taxes are a lot more learnable than people think.
Ask Tim: A Day Trader’s Worst Nightmare
This week, we’re covering a day trader’s tax bill surprise and wary investing as the war in the Middle East heats up (or maybe it’s cooling down? Who knows at this point).
Market Flash: One Strait to Rule Them All
Crude did most of the talking this week. With the Strait of Hormuz still blocked and oil trading above $110, investors spent the week repricing inflation risk across equities, bonds, and currencies. Stocks still managed a few gains into Monday, though the tone felt more cautious than confident. For markets, this narrow waterway started to […]
When Washington Plays Chicken with the Debt Ceiling, Investors Feel It Everywhere
Debt ceiling sounds like one of those phrases built to make eyes glaze over. It feels procedural. Bureaucratic. Easy to file away under Capitol Hill drama. Yet markets hear something very different. They hear a question about whether the United States will keep paying its bills on time. They hear a tremor under the floorboards […]
Ask Tim: My Father Sent $100,000 to an Indonesian Consulate. Can We Get the Money Back?
When I was a kid, April Fools’ Day felt like a real event. A little harmless chaos, a few bad jokes, maybe some plastic wrap where it did very little good. Back then, the prank usually ended by lunch and everybody moved on. These days, April has a different way of getting your attention. A […]