Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Money
One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to […]
Articles
Videos
Articles
Choosing a Business Structure
According to the U.S. Census Bureau, there were over five million new business applications submitted in 2024 alone. All individuals […]
White Elephant Inheritance
Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property […]
A Primer on Dividends
When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can […]
Traditional vs. Roth IRA
Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 43 million U.S. households. And Roth […]
Data Breach: Your Security To-Do List
According to recent statistics, data breaches have become common in today’s digital world. In fact, it is estimated that more […]
Videos
Emerging Market Opportunities
What are your options for investing in emerging markets?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Stay Safe with a B.O.P. At Your Back
Learn the advantages of B.O.Ps with this highly educational and fun animated video.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.