Doug Carey Blog | Talkmarkets | Page 1
President at WealthTrace
Contributor's Links: WealthTrace

I am the owner and founder of WealthTrace, which provides web-based financial planning software to both financial advisors and consumers.. I have over 20 years of experience in the financial markets and I am a Chartered Financial Analyst (CFA). I hold a masters degree in Economics from Miami ... more


Latest Posts
1 to 3 of 3 Posts
Dividend Payouts Keep Breaking Records
For the first time in at least 15 years, no S&P 500 company cut its dividend in the first quarter. A lot of this has to do with lower corporate tax rates, which now top out at 21% instead of 35%.
Converting To A Roth IRA Could Be A Great Move
Using the publicly available WealthTrace Financial Planner, you can enter your spending, saving, and investment information, and then use the Roth IRA Conversion tool to see what might happen if you converted your traditional IRA to a Roth.
Preparing For Retirement While In Your 40s
Crossing the 40 line shouldn't mean any wholesale changes to your strategy should be needed. As long as your risk tolerance and life goals are about the same as before, just keep checking your financial plan periodically.
1 to 3 of 3 Posts