Archive
Archive for March, 2021
Ask a Trust Officer: Roth IRA versus Traditional IRA
DEAR TRUST OFFICER: I have $6,000 to put into an IRA before I file my tax return for 2020. Which is better, the traditional IRA or the Roth IRA? — TARDY SAVER DEAR TARDY: There is no simple answer to your question, unfortunately. Do you qualify for the tax deduction for the contribution…
Your Asset Allocation Depends On Your Financial Plan (and not the other way around)
~ Douglas R. Mewhirter, CFA, Vice President – Portfolio Manager One of the most common questions an investor will ask an advisor is “how much of my money should I have in stocks vs. bonds?” From an investing point of view, that is one of the most important questions you need to ask. Stocks have earned the highest…