Atterbury Investment Management

06/15/2026

Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts and the largest-ever initial public offering (IPO). The Standard & Poor’s 500 Index rose 0.65 percent, while the...

06/09/2026

https://youtu.be/uw3OzIl_5XU

If you’re about one year from retirement, this may be one of the most important planning windows of your financial life.

Your final working year can affect your taxes, Medicare premiums, Social Security timing, retirement income, portfolio withdrawals, and 401(k) or IRA decisions.

In this video, I walk through a 7-step checklist to help you avoid costly mistakes before retirement begins.

The final year before retirement may be one of the most important p...

06/08/2026

Stocks slumped last week as investors winced over the potential for oil-shock inflation and concerns that strong jobs data could lead to higher interest rates. The Dow Jones Industrial Average slipped 0.32 percent, while the Standard...

06/01/2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...

05/26/2026

ROTH conversions can be a smart retirement tax move — but not always.

In this video, I walk through when they may make sense, when they may not, and why timing matters so much.

Do ROTH conversions make sense for you — or could they create an expensive tax surprise?A Roth conversion can be a smart retirement tax-planning move, but it...

05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

05/25/2026

On , we remember and honor those who made the ultimate sacrifice for our freedom. We thank them for their invaluable service.

05/18/2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

05/16/2026

5 Reasons Not to Roll Your 401(k) Into an IRA.

A 401(k)-to-IRA rollover can absolutely be a smart move, but not always. In this video, I walk through five situations where it may make sense to pause and check a few things before moving money from a workplace retirement plan.

The goal is not to say that rollovers are good or bad across the board. The goal is to help people ask better questions before making that decision.

You can watch the video here:
https://youtu.be/bmY8A5znaP0

If this topic is not relevant to you right now, please feel free to share it with someone who may be facing a 401(k) rollover decision.

05/11/2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...