Crystal Colbert, CFP®, CTS™, CES™'s Contributions

Why You Need to Open a Roth IRA

Jun 21 – You should open a Roth if you’re single and your modified adjusted gross income is less than $122,000. If you’re married, filing jointly and your modified adjusted income is less than $193,000. If you have a traditional or rollover IRA...

A Trio of Uncertainties for 2019

Jan 7 – The markets took a wild ride in 2018 and uncertainty is one of the biggest drivers for volatility. We have another unpredictable year ahead with economic, national and geopolitical uncertainty. As far as U.S. political uncertainties...

OPEC Defies Trump

Dec 10 – The Organization of the Petroleum Exporting Countries (OPEC) met on Dec. 6 - 7 in Vienna to discuss the member countries’ output strategy for 2019. Given that November was the worst month for oil prices since October 2008...

Brexit Update: What's the Deal?

Nov 26 – Brexit is simply the United Kingdom of Great Britain and Northern Ireland (U.K.) leaving the EU. In 1801 Ireland joined the Kingdom of England thus becoming the United Kingdom of Great Britain and Ireland. In 1922...

Earnings in Focus After October Whirlwind

Nov 13 – October has been nothing short of a whirlwind for the markets as they experienced a second correction this year. Contributing to the year’s market rollercoaster were third quarter earnings; a majority of companies within the S&P 500 reported in October...

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