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Roth IRA Conversions – The New Normal for Today’s Financial Planning

Roth IRA Conversions – The New Normal for Today’s Financial Planning How Roth IRA’s have taken center stage in wealth creation for middle to upper class Americans and why the financial industry largely ignores the most critical phase of your financial life. With retirement around the corner, a married couple visits a financial advisor for the very first time.  The husband explains to the advisor, “We’ve saved $750,000 for retirement.”  Upon reviewing their statements, the advisor politely remarks, “You only have $500,000 …

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Power of Attorney – Explained

Chris dives deep into explaining why a POA is one of the most important documents you and your spouse can have.

Chris & Charles Interview on 100.1 WGLC – Classic Country

Chris Cyr talking with Charles about The Retirement and Investment University coming to IVCC on June 30th

Our Internal & External Research on the Current State of the Market

Today we’re back in the office and it appears as though the market is recovering from last week’s dismal performance. With all the headline noise last week, I wanted to update you on our current stance. This video which summarizes the viewpoints of the four outside research firms we subscribe to we also share the current positioning of our internal strategies. In summary, most of the work points towards market gains in the second half of 2021. This video will offer a …

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Mutual Funds Vs. Stocks

Chris goes into detail about the differences between Mutual Funds and Stocks and why investors needs to know the differences. It could help you with your returns and fees!

How Many Stocks Make Up The Stock Market

In this video Chris discusses why last quarter was the worst for bonds, how many stocks make up the “stock market” and what we predict for the remainder of the year.  Here is the link to the Bond Alternative Video he mentions from July of 2019 https://youtu.be/wCCK0Vg8K4s

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