Highlights With a gain of 0.6% in the third quarter, the S&P 500 has now returned 15.9% in 2021. Growth stocks outperformed value stocks by 2.8% in the quarter. The Barclays Aggregate fixed income index returned 0.1% as interest rates were largely stable. Inflation continued strong, with the Fed’s preferred measure rising 4.2% in the […]
Buckhead Capital – Quarterly Commentary for Third Quarter 2021 Read More »
The following discussion is one that I believe many will find frustrating. Over the summer of 2021, private information was leaked to the public regarding famed entrepreneur and venture capitalist, Peter Thiel. Chiefly, that he has amassed a Roth IRA with a balance exceeding $5 billion dollars – yes, billion with a B. He did
Could This Year Be Your Last Chance for A Mega-Backdoor Roth Contribution? Read More »
The house has proposed a new tax bill on September 21 that has some big implications. Here’s an update with key takeaways and information!
UPDATE: Key Takeaways From Newly Proposed House Tax Bill Read More »