Deep Blue Financial

The Federal Reserve Bank is expected to raise interest rates again at their next meeting on Sept 20. What should people be doing with their bond portfolios to take advantage? I discuss that in a new article I wrote for Deep Blue Financial.

Bond Portfolio Adjustments for 2023: A Historical Guide A look into the historical interplay between bond portfolios and federal funds rate increases, focusing on strategies for 2023.

Do I rebalance my portfolio even if it means I need to pay capital gains?

We discuss...

Long-Term Perspective on Portfolio Rebalancing and Capital Gains The pros and cons of rebalancing portfolios and realizing capital gains, with a focus on long-term historical returns and strategies to lower risks without incurring taxable gains.

I run an investment advisory practice in Chicago.

With interest rates spiking and markets becoming a bit more volatile, I'd expect to be getting a lot of questions about recession or how to protect a portfolio in a bear market...

But the most frequent topic I have been covering this year is a bit of a surprise... "Backdoor Roth Contributions."

I cover the topic in detail here...

Backdoor Roth IRA Benefits for High-Income Earners Backdoor Roth IRA contributions and discover who stands to gain the most from this retirement savings strategy.