Investing Ideas

Deadline Approaching for Undoing a 2016 Roth IRA Conversion

Posted on: October 12th, 2017
f you converted a traditional IRA to a Roth IRA in 2016 and your Roth IRA has sustained losses, you may want to consider whether it makes sense to undo (recharacterize) your conversion. You have until October 16, 2017, to undo your 2016 conversion....

What bond ratings do agencies use?

Posted on: March 20th, 2017
Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies....

What are bond ratings?

Posted on: March 18th, 2017
Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can be measured to some degree by analyzing the bond issuer's financial condition and creditworthiness....

Why Diversification Matters

Posted on: February 18th, 2017
When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is diversification so important? ...
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