Blog

Is it Time for Small Caps to Shine?

Is it Time for Small Caps to Shine?

Chris Pape, APMA, CEPA | Nov 15, 2024

Small Caps have rallied lately. Is this trend just getting started?

Backdoor Roth IRA Strategies

Backdoor Roth IRA Strategies

Chris Pape, APMA, CEPA | Oct 17, 2024

High income earners are excluded from contributing directly to Roth IRAs. Backdoor strategies allow them to utilize the tax advantages of Roth IRAs.

The Long-Term Effects of Fees on your Portfolio

The Long-Term Effects of Fees on your Portfolio

Chris Pape, APMA, CEPA | Oct 9, 2024

Exploring the effects fees can have on ones portfolio

Estate Planning for Young Adults

Estate Planning for Young Adults

Chris Pape, APMA, CEPA | Oct 9, 2024

Exploring the basics of estate planning for those under 35.

529s as an Estate Planning Tool

529s as an Estate Planning Tool

Chris Pape, APMA, CEPA | Sep 19, 2024

While normally thought of as a way to save for higher education, 529 plans can also be a part of your estate plan.