truFP Newsletter Series
Newsletter LibraryWelcome to the truFP Newsletter series. This educational series is intended to help you better understand your financial life as it relates to investing and retirement planning. We take our fiduciary responsibility seriously, not just to build plans and manage investments, but to educate and keep you informed.
What is the Difference Between a Traditional IRA and a Roth IRA?
Contributions to a Traditional IRA are done with pre-tax income. Similar to a 401(k), the amount you contribute to a Traditional IRA is tax deductible up-front, reducing your taxable income. The money then grows overtime tax-deferred, and is subject to taxation only...
Diversification: Fact & Fiction
Diversification is a technique that aims to maximize returns by investing in different areas that would each react differently to the same event. Most investment professionals agree that, although it does not guarantee against loss, diversification is the most...
The opinions expressed in this program or blog are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.
It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results.
Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
truFP is a registered investment adviser. Advisory services are only offered to clients or prospective clients where truFP and its representatives are properly licensed or exempt from licensure. No advice may be rendered by truFP unless a client service agreement is in place.