Video Unpacking the Inflation Reduction Act By Elizabeth Laprade — August 9, 2022 In our newest Adviser Takeaways video, Senior Research Analyst Liz Laprade shares her perspective on the themes and events that will drive market activity this week. If you have questions for Liz, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Article Chart of the Week: The Better Recession Question By Jeffrey DeMaso — August 8, 2022 The economy—measured by real GDP—contracted in both the first and second quarters this year. So, are we in a recession or not? We say: Who cares? The question investors should be asking is “What do we do with the information?” To help answer this question, I identified past periods when GDP went … Read Morekeyboard_arrow_right
Article The ‘Mega Backdoor’ Roth IRA Updated: August 8, 2022 We’re big fans of Roth IRAs. Who doesn’t love tax-free growth? But Roth IRAs come with limitations on who can contribute to them—and how much they can contribute—based on annual income. There’s a workaround, however. One fairly common strategy that skirts these limitations is the “backdoor” Roth conversion—you roll (or transfer) funds … Read Morekeyboard_arrow_right