Market pricing in perfection, warns Verdence CIO Finance News July 27, 2025 The market may be trading around record highs, but the Verdence Capital Advisors CIO is worried trouble is lurking.Megan Horneman,…
Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Perfection (It’s an Art, Not a Science) Retirement December 20, 2024 When it comes to retirement planning, Roth conversions can be a powerful strategy to optimize your financial future. But it…
