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True Wealth Design blog and news

Politics & Investing: Perceptions & Reality

As a financial advisor, many com­monly believe I deal with technical or mathematical issues around financial planning, investing, and taxes. While that is true, dealing with the emotional mat­ters that surround money is often just as important as and, in … Continue reading

Medicare Reviews During Open Enrollment

Appointments will be available again this year to our Medicare-eligible clients. We have partnered with a local Medicare specialist to offer a complimentary review of your existing Medicare plans to ensure you have the most suitable plans and do not … Continue reading

Roth Conversion Reconsidered

Chances are you know the difference between a traditional IRA/401k and a Roth. The gist is that contributions to a traditional IRA/401k are pretax but fully taxable upon distribution. Conversely, contributions to a Roth are made after taxes, but distributions … Continue reading

Homer Simpson The Stock Market Speculator

I remember watching the Simpsons when their first episode aired as a Christmas special in 1989. I watched it religiously for years, laughing primarily at and with Homer. A recent article I read triggered a memory of Homer and his … Continue reading

When Stocks Diverge From The Economy

Do you find it puzzling when a bleak economic report emerges from the press, only to be accompanied by a positive surge in the stock market? Or good news is reported and stocks sell-off?

If you said yes, you’re certainly not alone… Continue reading