Articles
Safeguarding Your Finances from Scammers
Gabe Fransen | July 20, 2023 In today’s fast-paced digital world, financial scams are becoming increasingly sophisticated, targeting individuals, families, and even businesses. The goal of this article is to keep you informed and equipped with the knowledge to defend against these scammers. The Rise of Financial Scammers Scammers have Read more…
Articles
Increased Demand for Professional Money Management
Gabe Fransen | June 21, 2023 In an era defined by technological advancements and intricate financial landscapes, an escalating number of individuals are opting for professional money management services. Entrusting their financial affairs to experts has emerged as a popular choice as people strive to maximize their wealth, achieve financial Read more…
Articles
Long Term Capital Gains vs. Short Term Capital Gains
Gabe Fransen | May 17th, 2023 One of the activities that we go through when analyzing a financial plan or financial situation for folks that are looking for advice, is to review their assets. We look at everything from checking, savings accounts to real estate properties, retirement accounts and life Read more…
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Comparing Popular Investment Vehicles
Gabe Fransen | April 20th, 2023 In this article we are going to compare and contrast Investment Assets that may be similar, but have some subtle differences that investors should be aware of. We are going to discuss: Dividend Stocks vs Growth Stocks Dividend stocks and growth stocks are two Read more…
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April 13th, 2023 Quarterly Market Commentary – Royal Fund Management
Reduced volatility and a resilient market in the first quarter 2023. The S&P500 was up about 7.5% while, with rotation back to growth versus value, the Nasdaq 100 was up about 21%. A bit of relief following a tumultuous 2022. Let us start with some statistics; they may provide some Read more…
Articles
Roth IRA 5-year Rules and Roth Conversions
Gabe Fransen | March 16th, 2023 There are two Roth IRA 5-year rules: the Roth IRA Conversion 5-year rule and the Roth IRA Contribution 5-year rule. Roth IRA Conversion 5-year rule This rule applies to funds that are converted from a traditional IRA or 401(k) to a Roth IRA. It Read more…