The markets had a fairly dramatic turnaround this July, even as national and global headlines remained relatively bleak.

Being out of the market for even a short time can have profound effects. Missing strong returns can drastically impact overall performance.

Financial innovation provides investors with many new investment options, but how do you know if an asset is a good fit for your portfolio?

There is no proven way of market timing, whether it be targeting the best days or moving to the sidelines to avoid the worst.

To put market and recessionary concerns in perspective, it might help to describe six ways a recession resembles a bad mood.

Sudden market downturns can be unsettling. But historically, US equity returns following sharp declines have, on average, been positive.

In times of economic volatility, it is important to remember that markets have historically rewarded long-term investors.

Does it seem like there has been an extra level of uncertainty lately that is threatening your investment plans?

Protecting your wealth is mostly about building and maintaining a well-structured investment portfolio with a few anti-inflation elements.

The US stock market had positive returns in 17 of the past 20 calendar years, despite some notable dips in many of those years.

Annual stock market returns are unpredictable, but “up” years have occurred much more frequently than “down” years in the United States.

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.

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.

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

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.

In the early months of the pandemic, financial markets struggled to understand how COVID-19 would affect the economy, and volatility went through the roof.

Financially, there is scarcely a move you can make without considering how taxes might influence the outcome.

Financially, there is scarcely a move you can make without considering how taxes might influence the outcome.

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term.

Investors have long recognized the reasons why companies elect to go public, but we must now also consider the implications of the move.

If higher inflation does materialize, will it arrive sooner or later? Will it be moderate or severe? Brief or prolonged?