Atterbury Investment Management

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...

05/10/2026

Mothers give their time, love, and wisdom to shape our future. Happy Mother’s Day to the women who were there for us every step of the way. 💛

01/12/2026

Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment.The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88...