November 11, 2022

Griffin Black - Convert to a Roth Account while Conversions Are “On Sale”
Let’s be honest: It has not been a fun year in the markets. With the S&P 500 down more than 20% from its highs in January (and other major indices in similar territory), good news has been about as scarce as hen’s teeth. But they say that every cloud has a silver lining, and, as it turns out, there’s a bit of good news for investors, even when the markets are in the doldrums, as they are currently.

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications