by Greg Dillard CFP (TM) | Sep 7, 2022 | Home Page, Investment Changes, Recent Post
September 2022 Investment Changes view all blog posts " September 2022 UPDATES We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies. This decreases our concentration to Industrials and Materials...
by Greg Dillard CFP (TM) | Mar 1, 2022 | Recent Post
Roth Conversions Explained view all blog posts " Should You Consider a Roth Conversion? A Roth conversion refers to the process of moving money from a traditional pre-tax retirement account (IRA or 401K) into a Roth IRA account. This process triggers ordinary income...