Category: Market Updates

Financial Analysis of Roth Conversions

In our opinion, there is no “one size fits all” recommendation with regard to Roth conversions. For certain clients, a Roth conversion could be beneficial, but other clients might be better off leaving assets in a Traditional IRA. This paper seeks to identify, through an analysis of the various relevant factors, certain parameters that would favor one approach over the other.

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Primer on NPV, IRR, & DCF

The Time Value of Money is one of the most important concepts in finance. It is an important concept to understand as it underlies commonly used securities valuation and financial planning models. This paper is a primer on the Time Value of Money.

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Is the Stock market rigged

Is the Stock Market Rigged?

To promote the publication of his new book, Flash Boys: A Wall Street Revolt, Michael Lewis granted a recent interview on 60 Minutes that prompted a debate: “Is the stock market rigged?” I have read the book, and I feel enlightened as I learned about aspects of the stock market that heretofore were unknown to me and, apparently, many others.

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