July Market Dashboard

Eric Blattner

Eric Blattner, CFA, CFP®, CIMA®, EA is a Partner and Wealth Advisor with Divvi Wealth Management. With more than 20 years of experience working as an advisor and with a large asset manager, Eric is uniquely positioned to deliver thoughtful commentary on markets and its participants.

He works with individuals and families to help design financial plans and manage investment portfolios.

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Earn too much for a Roth IRA? Two considerations before you use the ‘backdoor’ Roth IRA.

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The Most Boring Market Update Ever?