Associate Director of Client Service Zach Greiner, CFP sits down with our Chief Investment Officer Mark Foster, CFA to reflect on where the market stands after most indices finished Q3 in bear market territory and use history to look at where we might go from here. Zach also discusses what a ROTH Conversion is, why it might be beneficial to do one in a down market and who is the ideal candidate for a conversion.
The opinions expressed in this podcast are those of the participants as of the date the podcast was recorded. These opinions have not been updated or supplemented and may not reflect their views today. The information provided in these podcasts do not provide information reasonably sufficient upon which to base an investment decision and should not be considered a recommendation to purchase or sell any particular stock or other investment.