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TAPPING AN ESA FOR VIRTUAL SCHOOL EXPENSES

By Sarah Brenner, JD Director of Retirement Education The upcoming school year for many students is going to look like nothing we have ever seen before. For many, computers and related technology will become an indispensable part of academic life. This means that...

“DOLLAR COST AVERAGE” YOUR ROTH CONVERSION

By Andy Ives, CFP®, AIF® IRA Analyst Dollar cost averaging is a tried-and-true investment strategy that has existed for decades. Using this technique, an investor divides up their entire amount to be invested and makes smaller periodic purchases over a desired time....

Weekly Market Commentary

August 18th, 2020 Chadd Mason, CEO The Cabana Group There are Many Unknowns, but the Market Continues to March On The S&P 500 and the Dow continue their respective attempts to break through the all-time highs established in February. Both major indices have been...