Learn about all things money:

Fixed Income, Gold, Stocks and more

This page features Research generated by Fig Tree Capital and 3rd party Research firms. It contains both Macro Strategies – from saving, budgeting, and investing for retirement – to Micro Strategies featuring Fundamental Analysis of Individual Equities.

The SECURE Act Has Passed. What Does it Mean for Your Retirement?

February 6, 2020 Retirement Funding Insights

New legislation has passed. Discover what has changed and how it could make a major impact on your retirement savings.

Top 5 Things Business Owners Should Know About a SEP IRA

February 6, 2020 Investment Insights

Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

Roth vs. Traditional IRA: Which is Better for Me?

January 22, 2020

When reviewing the key differences between Roth and Traditional IRAs, it’s important to ask yourself: “When is the most advantageous time to pay tax on my income?”