A Helping Hand

Our financial planners share their thoughts about financial planning, the economy and the markets.

Bill Moller – 1927-2020 RIP

With a combination of sadness and gratitude, I’m writing this month with the news that my father Bill Moller passed away peacefully a few weeks ago after a short illness. He was not only my dad but also my partner and co-founder in starting this business as well as being my market mentor.

(Relative) Bargains Everywhere!

Last month I wrote about the three previous, what I called, “panic markets” in order to give perspective and remind ourselves that these severe drops do end, and eventually lead higher to new all-time highs.

Roth Conversions in Bear Markets

Named after Senator William Roth, the Roth IRA is a unique type of individual retirement arrangement (IRA) that was introduced by the Taxpayer Relief Act of 1997.

My Fourth "Panic Market"

During this coronavirus-induced market crash, the stock market has fallen nearly 30% from its mid-February all-time high. At some point the marking down will cease and those who have been able to take advantage of the lower prices will be happy to have done so.

Why Should We Diversify?

After a year in which the S&P 500 rose over 30% and U.S. stocks continued to outperform their international counterparts, it can be tempting to focus on the best...

Who’s To Know, Who’s To Know, Who’s To Know?

Oh the weather outside is frightful But US stocks have been delightful Will the market continue to grow? Oh the weather outside is frightful...

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