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Choosing the Right Investment Strategy with a Roth IRA

Peter Thiel, a PayPal co-founder, invested approximately $2,000 worth of PayPal shares in a Roth IRA during the late 1990’s.  Today, those shares are worth an estimated $5 billion, and Thiel won’t owe taxes on any of the gain if he waits until the age of 59 ½ to withdraw money from that account. 

Week-in-Review: Week ending in 09.10.21

Fears that growth has peaked weighed heavily on global equity indices for the second week of the month. Japanese equities were the lone bright spot, with the Nikkei up +4.30% for the week.

Week-in-Review: Week ending in 09.03.21

Domestic equities posted another week of gains but lost some momentum after a disappointing payroll release. European equities faltered on political news out of Germany, while Japanese equities rallied around their own political news.

Month-in-Review: August 2021

Quick Takes ● Steady ascent. Despite higher COVID cases, rising geopolitical risks, mounting inflation fears, the looming Fed tapering, and waning economic growth, stocks continued their steady ascent with the S&P 500 closing August just below its all-time high. ●...

Week-in-Review: Week ending in 08.27.21

The S&P and Nasdaq rose to record levels after Fed Chairman Powell’s comments post Jackson Hole Symposium. Small Cap equities were the biggest winner for the week, gaining +5.05% as investors went risk on.