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Who Does the Stock Market Favor? Trump or Someone Else?
There are many books and theories published around the correlation between election cycles and stock market cycles. Is it true that the stock market outperforms in an election year? We are here to debunk (or not) myths and share some facts.
The Coronavirus - A Useful Reminder for Investors
While the impact of the Wuhan coronavirus may seem temporary and relatively mild, the scare does serve as a useful lesson for investors. It is a good reminder to investors to expect the unexpected and to not act impulsively.
Self-directed IRA: A Different Way to Invest
Could a market correction negatively impact your retirement accounts? A self-directed IRA would provide an opportunity to incorporate non-traditional investments into your retirement portfolio, but make sure you do your research before jumping in.
Defining Your Investment Outcome: Is it Possible?
Has the climb of stock prices caused investors to forget about the importance of having protection in their portfolios to guard against corrections? Maybe defined outcome investments are what you need.
The Many Decisions of an Investor
You've just won $10,000. What now? It may be time to hire a professional to remove the confusion from your financial situation.
Don't Wash Out with Your Tax-Loss Harvesting Strategy
You don’t need to wait until the end of the year to take advantage of tax-loss harvesting. Minimizing your tax obligation through effective tax-loss harvesting strategies can help your investment portfolio grow.
What You Need to Know about the SECURE ACT
The SECURE Act was passed late last year, and it made significant changes that will impact everyone, from young families to retirees. So, how does this new law affect your IRA, minimum distributions, charitable giving, and more?
What’s Your New Year’s Resolution?
Is your 2020 News Year's resolution related to your finances? A recent study shows that only 8 percent of New Year's resolutions are successful. What can you do to beat the odds and make your resolutions a reality?
Bitcoin Manipulation? Buyer Beware!
When it comes to bitcoin, the latter half of this past decade provided some investors with astronomical returns and others with similar losses. What causes such volatility, and what the implications of investing in Bitcoin? Is the currency safe and viable?
To Your Wealth: Weekly Q&A Column
Welcome to To Your Wealth, a simplified, weekly, personal-wealth Q&A! Sometimes you just don’t know what you don’t know…Or perhaps you just have that one issue keeping you up at night. Either way, every Tuesday, we’ll be answering one of your personal finance questions, so be sure to keep those queries coming. Click on Submit a Question below, and then keep an eye out for when your question will be featured!
Group Healthcare Plans: Simplifying the Alphabet Soup Conundrum!
It's open enrollment time for your group health plan. As your company begins to present your plan choices for the coming year, understanding the confusing alphabet soup is critical. Addressing three essential items will help you pick the appropriate plan for you and your family.
8 Tips for a Successful Family Meeting
What would your family do if something happened to you? Do your heirs know your wishes? Here are some helpful tips on how to organize a successful family meeting to discuss estate planning.