Broker Check

4931 Lindell Boulevard
Suite 150
St. Louis, MO 63108

Joe Roddy, CFP®

314-880-7560

 

Blog

Monday, November 28, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

 

Tuesday, November 15, 2022

How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...

 

Monday, October 24, 2022

ESG has gone from a niche investment philosophy to a mainstream investment tenant while gaining the attention of corporations, politicians, regulators, and investors.ESG stands for environmental, social, and governance and is a way of...

 

Wednesday, October 12, 2022

October is Cybersecurity Awareness Month. Is this relevant to you? Well, consider how many of your daily activities are done online. Even when it comes to your finances, nearly everything can be done on the internet. While convenient,...

 

Tuesday, October 4, 2022

Most people are used to having a portion of their paycheck withheld for Social Security during their working years. But not everyone realizes that their retirement benefits could still be subject to income taxes—especially if...

 

Show All

Thursday, August 25, 2022

The end of summer and the start of the school year always seem to be a catalyst for conversations about college savings and where they fit into larger, long-term financial strategies. In particular, the 529 college savings plan, with...

 

Wednesday, August 17, 2022

With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...

 

Wednesday, August 10, 2022

Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...