News & Articles
Shamrock Newsletter - April
The S&P 500 recently had its best weekly performance this year as the Federal Reserve (Fed) signaled that rate cuts remain on the horizon for 2024. Bond yields fell on the news as bond investors interpreted this as a [...]
How The Backdoor Roth IRA Contribution Works
Like any other financial planning strategy, a Roth IRA is not a one-size-fits-all solution.
Shamrock Newsletter - March
The health of the economy and markets through February is still good. It wouldn’t be completely surprising if there is some “normal” sell-off activity in March. However, the overall outlook for the year is still strong [...]
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