The First Coast Wealth Blog
The #1 Retirement Newsletter in Jacksonville
The Current Outlook for the Markets and the Economy
As you might imagine, we’ve had a few folks inquiring about the current state of the markets, the outlook for the rest of this year, and what 2023 might have in store. We’ve prepared this summary to give our readers a way to take stock of things and to provide some...
Are Roth Accounts a Good Idea?
When it comes to saving for retirement, there are two ways to do it. You can either make pre-tax contributions to a Traditional account or after-tax contributions to a Roth account. In this context, I am referring to using a 401k or similar employer-sponsored...
Worst Timing Ever, and It Doesn’t Matter One Bit
The market’s recent rally (up 9% in July) has provided some relief from this year’s challenging conditions. It also has people asking a lot of questions such as: Is the bear market over? Is this just a relief rally? Is another shoe going to drop and send the markets...
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