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Best Timing for Roth Conversions

Roth conversions can be powerful but only if you get the timing right. In this video, financial advisor Graham Ewing walks through the best times for converting your traditional IRA to a Roth, including the "gap years" between retirement and…

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Financial Pulse – April 2026

In this month's Financial Pulse, Drew and Mike discuss: Why current markets are looking past the headlines to price in what is next Why corrections can be a good time to deploy extra cash A quick look at why the…

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