Investing in Uncertain Times

After looking at interest rates and inflation, let’s talk about what an investor should do when interest rates and inflation are on the rise.

Understanding Inflation

Inflation is the rate at which money loses its purchasing power over time. Let’s take a look at some factors that help us measure inflation.

At its March 15–16 Federal Open Market Committee meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point.

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.

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?