Our Latest Thinking
SVB Collapse
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership. SVB is the first FDIC-insured institution to fail since 2020 and [...]
Now Might Be a Good Time for a Roth Conversion
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax [...]
Kyle D. Witt is a Founding Partner and Managing Co-Partner of OnPath Financial. Mr. Witt co-founded OnPath Financial in 2003 with Daniel Tresemer. He currently serves on the Executive Board of the Batavia Youth Baseball Association and has served in the past on the Executive Board of the Community Foundation of the Fox River Valley and as President of the Board of Rejoice Lutheran in Geneva for four years.
Mr. Witt earned his Bachelor of Science Degree in Finance from the University of Akron and his Masters degree from the Kellogg School of Business at Northwestern University in Evanston, IL. Mr. Witt is married with four children and lives in Batavia.