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?
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
Chris Pape, APMA, CEPA | Oct 9, 2024
Exploring the effects fees can have on ones portfolio
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
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.