Table of Contents: Earnings Season: What Investors Can Take Away from Corporate Reports Five Times in Your Life When You Might Need Help with Your Finances Balance 401(k) and HSA Contributions What health services aren't covered by Medicare? How much…
Table of Contents: Do Millennials Need Life Insurance? Five Retirement Lessons from Today's Retirees Social Security: Shoring Up America's Safety Net When should I file the FAFSA? How can I teach my high school student the importance of financial literacy?…
Table of Contents: Market Strategies: Three Ways to Play Defense in Your Stock Portfolio Key Estate Planning Documents What's New in the College World? What are the warning signs of financial scams targeting older individuals? How can you avoid falling…
Table of Contents: Is it Time to Declare Your Financial Independence? Should You Invest Internationally? Why Not Do It Now? New Research on Procrastination Have you checked your tax withholding lately? Do I need to pay estimated tax? Is it…
Table of Contents: Time for a Mid-Year Investment Check Managing Your Money in a Gig Economy Charitable Giving After Tax Reform What's the real return on your investments? Time for a Mid-Year Investment Check Many investors may be inclined to…
Table of Contents: Mergers & Acqusitions: What's in the Deal for Investors? How Does the Federal Reserve Affect the Economy? How to Recover from a Mid-Life Financial Crisis What is a college income-share agreement? How much money should a family…
When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation. Diversification helps limit exposure to loss in any one investment or one type of investment, while…
One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or…
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11…
