Wealth Management Educational Articles
Protecting Your Portfolio in a Presidential Election Year
The 2024 presidential election is set to be a repeat of the Biden versus Trump contest of 2020. Here’s what to keep in mind this election season.
How Your Advisor Can Build a Plan Based on Your Values
An advisor should never recommend a product, strategy or service before knowing what you want to accomplish. So, let’s look at the ways an advisor can build a financial plan based on your values, throughout different areas of financial planning.
Top 10 Investment Lessons of 2023
The events that unfolded in 2023 once again showed that there are no crystal balls that allow investors to see the future clearly. Thus, when building a financial plan, a wide range of potential outcomes must be considered.
The New Year Brings Big Questions for Markets
As we pack away the holiday decorations, we’re reminded that every new year brings fresh opportunities and challenges for our lives and our portfolios. And 2024 is no different — with uncertainty surrounding future monetary policy and a looming presidential election.
Small Steps to Take Before 2024 That May Help Save Big
While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill.
Social Security and Medicare: How to Plan for Next Year
Here are some commonly asked questions about the changes coming, as well as tips to keep your Medicare costs lower, regardless of how much your Social Security benefits rise.
Balancing Current Bond Yields with Future Rate Changes
Following years of low returns, bonds are bouncing back. From 2022 to 2023, short-term Treasury bill rates have increased from near zero to over 5%.
Fee-Only and Fiduciary: What It Means for Your Financial Planning
The model in which financial advisors earn income could influence their recommendations, which may impact your return on investments, long-term objectives and portfolio performance.
6 Key Financial Considerations for Unmarried Couples
Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while working toward their financial goals together.
Inverted Yield Curve: What Does it Mean and How Should You Invest?
Traditionally, fixed income yield curves are upward sloping, meaning longer-term bonds offer a higher return than their shorter-term counterparts.
Navigating Alternative Investment Strategies
For years, stocks and bonds have been the primary way investors could build their wealth. However, we’ve seen remarkable transformation in a third venue: alternative investments.
Pre-Tax or Roth? Your 401(k) Options Explained
Although pre-tax is the traditional option for 401(k) contributions, many plans now offer Roth after-tax contributions as well. When deciding between the two options, it is important to understand that one is not necessarily better than the other.