Impact – Wealth Management


Don’t just stand there, DO something! What to do in a market downturn.

When the stock market takes a dip, it’s easy to feel uncertain and anxious about your investments. While financial advisors often tell investors that this is the time to do nothing, there are actually some things you really SHOULD be doing to make the most of this situation. Consider a Roth Conversion A Roth conversion … Read more

The Stock Market is Freaking Me Out!

I get it.  The stock market can feel terrifying. ESPECIALLY if you don’t feel confident in your financial advisor.  Are they really working for YOU? Are they always making trades in your account, or never making trades in your account?  Do you understand their answers when you ask them questions?  If the source of your … Read more