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Monday, June 14, 2021

Top Story Sustainable Investing Becoming Mainstream in Fixed Income Sustainable investing is becoming more mainstream in fixed income—and companies that fail to acknowledge changing dynamics may potentially face financially...

Wednesday, June 9, 2021

Top Story Policy tailwinds may turn into headwinds in 2022, but economic fundamentals likely to dominate The U.S. stock market was supported by tremendous fiscal stimulus in 2020 and into 2021 and may face some challenges as support...

Monday, June 7, 2021

It is human nature to seek advice when things aren't going well or when an unforeseen event occurs. Often, people seek financial advice from a professional only when the stock market and their investments are experiencing turbulent...

Monday, June 7, 2021

More and more Americans are contemplating their decision to retire this year. Others are tapping their retirement savings, while others continue to save more due to the economic fallout and impacts of COVID-19. The TD Ameritrade...

Friday, April 30, 2021

Gifting, for many investors, is about the philanthropic support they want to give charities. Gifting to help make the world better by benefitting society is one reason many families choose to donate. The charitable giving tax deduction...

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Thursday, April 29, 2021

Additional insurance to protect your assets and future Why doesn’t anyone ever tell you not to buy an umbrella liability policy? It seems like additional overall security for pennies. Sure, you can spend pennies paying for...

Thursday, April 29, 2021

A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. According to the College...

Saturday, April 24, 2021

Buying a life insurance policy is something that many people push off, sometimes until it is too late. For many people, the thought of buying life insurance means thinking about their death, which is something that most people wish to...

Friday, April 9, 2021

Dear Valued Investor: “The real key to making money in stocks is not to get scared out of them.” Peter Lynch They say April showers bring May flowers. Well, after a lot of showers and storms over the past year, flowers are...

Wednesday, March 24, 2021

Setting healthy financial goals is critical. Even more important is staying committed to those financial goals. Keeping yourself committed to your goals may be difficult, especially when times may be financially tough. But by staying...

Wednesday, March 24, 2021

Whether you're searching for an accounting professional to help you with your business needs or just want your taxes prepared by a CPA, forming a relationship with an accountant can require a lot of trust — and due diligence....

Friday, February 26, 2021

Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need to make informed and effective financial decisions.[1] Fortunately,...

Friday, February 26, 2021

Remember, it is never too early to start planning for your future The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better. Here are some steps to...

Friday, February 26, 2021

As your retirement draws closer, you will probably start to have lots of questions such as: How much Social Security will I receive? When should I retire? How will I know when to retire? Do I have enough saved? What will I need to do...

Friday, February 26, 2021

With so much going on in the world today—from a global pandemic through economic hardship—it comes as no surprise that many people have recently found themselves under heavy financial stress. Whether it is due to the loss...

Friday, January 29, 2021

Having a good credit score doesn't just get you the best interest rates. It can also reduce your auto insurance premiums, allow you to avoid security deposits, and in some cases, even help you get hired.1 But what goes into your credit...

Friday, January 29, 2021

Most people who decide to purchase stocks, bonds, mutual funds, or other investment vehicles do so understanding that there are risks associated with investing, but believing that the potential growth they may realize over time...

Thursday, January 21, 2021

For years, you’ve diligently invested in your retirement portfolio, accumulating wealth that you hope will sustain you throughout your Golden Years. To help see that your assets are sufficient to help you support your lifestyle...

Thursday, January 21, 2021

Many prospective investors eventually shy away from a commitment when they hear the dreaded “R” word: risk. By itself, risk is innocuous, carrying no special meaning or predictive result. But the idea that investing...

Thursday, January 21, 2021

Only one-in-four Americans (27%) feel very confident that they will have enough money to live comfortably when they retire, according to the 2020 Retirement Confidence Survey Summary Report.1 While the number is up slightly from the...

Tuesday, January 19, 2021

There’s a simple word that has profound implications for savings and investing: compounding. Like a snowball that grows as it rolls down a hill, compounding provides the potential for your money to grow, reinvesting your...

Tuesday, January 19, 2021

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so...

Tuesday, January 19, 2021

When securing your financial future, saving for retirement usually is a no-brainer. But between an IRA, Roth IRA, 401(k), 457(b), SEP IRA, and the other retirement vehicles, how can you know which plan or plans are right for you? The...

Tuesday, January 19, 2021

Five common retirement planning misperceptions and how to avoid Many of us remember the phrase “too big to fail” from the 2008 financial crisis and cringe now that its use has been resurrected during the coronavirus...

Thursday, January 7, 2021

New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances...

Tuesday, December 22, 2020

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything,...

Friday, December 18, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

Tuesday, December 8, 2020

The holiday season is just a short time away, which means the shopping season is about to be in full swing. Shopping for holiday gifts is stressful but also a little fun, especially when you think bout the joy you will bring to those...

Wednesday, December 2, 2020

When you donate to a charity, you want to know that your donation is going to its highest and best purpose—which means minimizing the tax exposure of the donated assets. One way to accomplish this, whether you're hoping to donate...

Monday, November 30, 2020

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning,...

Tuesday, November 17, 2020

The 401(k) allows (most) account owners to stash away nearly $20,000 per year (or more than $25,000 for those age 50 and over), without paying any federal income tax on contributions. And with the Tax Cuts and Jobs Act reducing the top...

Thursday, November 12, 2020

Comparing housing appreciation to stock market returns over the past year The National Association of Realtors recently announced that first-time home buyers accounted for 33% of home sales in August, which is up from 31% a year before...

Thursday, November 5, 2020

Why long-term investing success is about time in the market, not timing It is only natural that investors would want to find some way to sit out bear markets and get back just in time for the next bull run. The belief that you can...

Friday, October 23, 2020

Should You Change Your Investing Strategy? There is no one-size-fits-all answer, but tactical shifting might make sense Wise investors alter their approaches as market cycles shift, from bull to bear to something in between. A...

Friday, October 23, 2020

The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding...

Wednesday, October 7, 2020

Retirement is the time in your life when you want to sit back, relax, and enjoy the fruits of years of hard work. But unfortunately, when the market is volatile, it may bring additional anxiety and stress. The good news is, a volatile...

Monday, September 21, 2020

When the markets are shaky, it can be tempting to rely on political headlines or pending legislation to time your entry or exit points. However, letting politics drive your investment decisions can be a costly mistake. Learn more about...

Monday, September 14, 2020

Recent surveys have indicated that many of us are rethinking our retirement plans because of COVID-19. In fact, one survey from the nonprofit group Life Happens suggests that a whopping 43% of Americans say they plan to postpone and...

Friday, September 11, 2020

"Market timing" is the strategy of trying to predict when stock prices will rise and fall and attempting to buy low and sell high. While this seems to make sense in theory, it's extremely difficult to pull off successfully. Trying to...

Tuesday, September 8, 2020

As the United States desperately tries to flatten the contagion curve for the coronavirus, many state governors have mandated the closure of an unprecedented number of businesses and issued stay-at-home orders to their citizens. The...