Financial Advice

Poterack Capital Advisory

A Roth Conversion is Expensive

This myth persists and may cost you many thousands! Merriam Webster Dictionary cites the following as the definition of Expensive – 1 :...

Poterack Capital Advisory

What is Sequence of Returns Risk and Why You Should Care

Can you average 6% return in your portfolio, withdraw 5% of initial balance yearly and run out of money? The answer is yes. Your...

Poterack Capital Advisory

Retirement Payment Protection Plan

I’ve lectured and written about how important income planning is. Income planning strategies are very different than growth strategies....

Poterack Capital Advisory

What Are His Fees?

I’m told by clients that “What are his fees?” is a common question they are asked when they speak of our wealth management services at...

Poterack Capital Advisory

Big Box Shop or Private Firm?

There is often a gap between perception and reality in life. In my industry, there are many examples, but this topic may represent the...