Ryan A. Collier, CIMA®

A company’s annual performance can affect the stock market – but you might not have considered that how companies spend cash to benefit their shareholders can do just the same. We explore the ways companies routinely spend their cash to benefit shareholders, and what effect each of those ways has on the stock market.

As part of the tax law changes enacted earlier this year, the rules regarding Roth accounts have also been updated. Be sure you understand the new Roth rules and how they could impact you and your wallet.

Do you know what you’re paying for when you purchase a bond? Most people would say, “Of course - the bond.” But there are fees, similar to a mark-up, built into the bond price. The good news is those costs are now required to be disclosed to the purchaser. Why does this matter? If you know what you’re paying for, you’ll be able to make better-informed decisions on your bond purchases.

Cryptocurrencies are a hot investment for many right now, but who would have thought they might change the face of the banking industry? From ease of money movement to virtually no transaction costs associated with the transfer of money, cryptocurrencies could be paving the way for a disruption to the banking industry’s traditional way of doing things.

Bitcoin is a daily fixture on the news recently, thanks to its nearly 1,600 percent return this year. But do you really understand what it is? It’s not called a cryptocurrency for nothing. We’ll make it a bit less cryptic for you!

Recently we’ve enjoyed a bull market with stocks nearing an all-time high. The Standard & Poor 500 Index is up more than 300 percent from ...

Everyone has heard of stocks, bonds, mutual funds, and probably even ETFs. But have you heard of “interval” funds? No? You might want to ...

What a year 2016 turned out to be for investors! U.S. stocks ended the year better than anyone predicted, but other categories had mixed results. ...

Many investors are concerned about the impact companies have on the environment, society, and the economic well-being of the global population. For this reason, they are seeking more than just a dollar return on their investments.

The S&P 500 is down 8% since the beginning of the year. This has been the worse two-week start in the stock market’s history.

After years of under-performance, international stocks have started off strong in 2015. The economic world is seeming smaller and investing outside of the U.S. can be an integral part of a successful portfolio.

Anthem recently announced that the personal information of 80 million insured individuals had been compromised. The cyber thieves have both financial and medical identification data.