The True Value of a Financial Advisor

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Research has proven that working with a financial advisor to meet your retirement goals provides significant monetary value. In fact, Vanguard studies have shown that those who utilize a financial advisor see an approximately 3.0% additional increase in their net portfolio returns over time. While…

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An In-Depth Look at Risk Tolerance

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The fundamental question all investors must answer is how much risk they are willing to take to obtain their desired return. For Stephen Kuzniak, Financial Advisor at Cannon Financial Strategists, it’s a question that not only drives his daily work with clients, but one that…

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Roth IRAs: Why Make the Conversion?

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Roth IRA conversions offer investors three main benefits: tax diversification, no required minimum distributions, and more flexible liquidity. But before we get into specifics, let’s first review the basics of traditional vs Roth IRAs. Tax Diversification Converting to a Roth IRA is largely a tax…

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