The Bumpy Road to the Market’s Long-Term Average

The US stock market has averaged about a 10% annual return since 1926, but it is usually well above or below that mark in a given year.

Fighter Planes and Market Turmoil

Have you been reading the daily headlines and watching the markets stall and recover, just to dip once again?

In part two of our report on direct indexing, we further analyze the topic to determine if direct indexing is worth it.

In part one of a two-part report on the rising popularity of direct indexing, we cover what direct indexing is and how it works.

Evidence-based investing is based on research and considers the long-term observation of markets and how they work.

Believe it or not, another year is coming to a conclusion. Here are six financial best practices to help you close out 2021.

Where do these mutual funds, ETFs, or other investment holdings live, and what are their custodian and brokerage costs?

What are your investments really costing you? If you’re not sure, you’re not alone.

We have learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance.

Tax planning is not just for your investments. Life happens, and no one knows for certain what the future may hold.