Traditional vs. Roth IRA

Mature couple looking at bills at home in front of a computer.

Traditional vs. Roth IRA By Sean C. Mahoney, CFP® According to the Investment Company Institute (as of May 2020), roughly 36.1 million U.S. households own a Traditional Individual Retirement Account (IRA) compared with Roth IRAs which are owned by nearly 24.9 million households. The point of each account is the same – build up a… Read More

Election 2020: A Dose of Patience

The upcoming election is prompting some people to reconsider their investment strategy. In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential election.1 But if history is any guide, patience may be the answer. For the past 12 presidential elections, the… Read More