News
The Protecting Americans from Tax Hikes (PATH)

In one of its final actions for calendar year 2015, Congress passed the Consolidated Appropriations Act, 2016, a massive spending bill that will keep the federal government funded for fiscal year 2016. Signed into law on December 18, 2015, the legislation includes the Protecting Americans from Tax Hikes (PATH) Act of 2015 (Division Q of…

Author
Christopher K. Winn
Dec, 28 2015 · All articles
Image
Labor Day Market Jitters

Chances are you’re sneaking a peak at the investment markets these days–maybe more than once a day. They’ve certainly been providing their share of excitement: down 4% one day, up more than 2% the next day or two, and who knows what’s causing the turmoil? In August, the direction was mostly down, turning what had…

Author
Christopher K. Winn
Sep, 06 2015 · All articles
Image
BOOM: Puerto Rico’s Bonds Finally Blow Up

One of the first things I learned cutting my teeth in the investing world was to avoid municipal bonds from Puerto Rico.  My mentor liked to refer to the US Territory as a banana republic.  “That my friend is a ticking time bond waiting to blow up in your clients’ face!” Puerto Rico formally defaulted…

Author
Christopher K. Winn
Aug, 07 2015 · All articles
Image
IRS Reverses Course in Favor of HCEs

[fusion_text]The IRS finally gave up after years of fighting that after-tax 401(k) dollars cannot be rolled into a Roth conversion. Most people simply put money into their 401(k) pre-tax–up to the annual employee limit. However, some plans allow employees to make contributions above the annual deductible limit on an after-tax basis. The employee didn’t get…

Author
Christopher K. Winn
Oct, 06 2014 · All articles
Image
Is Washington Gridlock Over Under Trump?

The American version of Brexit hit Tuesday November 8th 2016 as voters confounded pollsters and pundits by electing the brash, celebrity billion Donald Trump as the 45th President of the United States.  Although Trump lost the popular vote, he was able to secure the necessary 270 Electoral votes by winning key swing states like Florida,…

Author
Christopher K. Winn
Nov, 16 2016 · All articles
Image
What's Next for the Dow?

The stock market kicked off March 1st with a new high in the Dow, S&P 500 and NASDAQ but has been losing steam the rest of the month.  Since the presidential election, investor optimism has been driving stocks higher.  In fact, a recent analysis by Bloomberg found that mom and pop investors have been a…

Author
Christopher K. Winn
Mar, 08 2017 · All articles
Image
ABOUT INTERACTIVE WEALTH ADVISORS
Interactive Wealth Advisors is a Portland, OR Fee-Only financial planning firm serving Portland and all surrounding areas. Interactive Wealth Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.
Schedule a Call Today
Book now
DROP US A MESSAGE
Interactive Wealth Advisors are committed to helping you reach financial freedom. If you are in need of financial advice, please complete the form below.