NWSB Blog / Wealth

Wealth Matters

Looking for more useful information and insights?  You will find both in the articles below.

A Silver Lining in the Current Bear Market

One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the...


Recessions can be driven by fear as well as by fundamental economic weakness.

In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1 Yet many economic indicators, notably employment,...


INVESTMENT STRATEGY

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible...


Financial security both before and after retirement

Did you know you may be able to support nonprofit community organizations using retirement funds, as well as reap financial benefits for yourself by doing so?  

Many people have worked for...


The future direction of inflation

In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981.1 It...


Investment decisions during the Russia-Ukraine conflict

The Russian invasion of Ukraine has drawn condemnation and punitive sanctions from the United States, Europe, and their allies. The humanitarian cost of war cannot be measured, and the long-term...


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