4 Ways to Apply the 80/20 Rule to Your Financial Pursuits

Ever heard of the 80/20 Rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it.

Avoiding Financial Scams and Identity Theft

You can never be too careful when it comes to financial scams and identity theft. Here are a few tips to help you avoid becoming a victim.

One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year.

The original SECURE Act was signed into law in 2019. The SECURE 2.0 Act was then enacted at year-end on December 29, 2022.

Our lives are the cumulative result of the daily decisions we make. Just as in investing, the power of these decisions compounds over time.

The past three years were a good test of whether or not you have a financial plan that is sensible to stick with.

For Social Security planning purposes, you reach full retirement age (FRA) between ages 66–67, depending on the year you were born.

ESG funds attract investors with promises of higher returns, lower risks, real-world impact or an opportunity to align with personal values.

To recognize their impact on the investor experience, let’s look at 10 attributes that tend to be synonymous with great financial advisors.

In terms of investing and money management, will faster and easier ways of investing lead to people losing more money faster and easier?