Let’s talk about the topic of asset allocation. What exactly are assets, and what happens when you allocate them?

Rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn instead to your investment principles.

While we rarely comment on breaking news, we feel it is worth talking about the current, growing number of regional bank runs.

When it comes to calculating your true net worth, it involves a lot more than simply adding up your investment accounts and deducting money owed.

Sadly, Dan Wheeler passed away recently. To honor his memory, we want to discuss the larger-than-life butterfly effect he had on us all.

What is liquidity? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business.

Buying high can cost you, whether you are purchasing roses on Valentine’s Day or buying stocks at the same time as other investors.

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.

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?

As we come to the close of 2022, here are six financial best practices to help you get a jumpstart on the upcoming year.

With more than 200,000 financial advisors in the US, how do you pick one? For starters, trust the financial advisor who trusts the market.

Once you have structured your investments to capture available, risk-adjusted market returns, you will need to stay on track as planned.

Stock pricing can be both remarkably efficient in aggregate, as well as wildly unpredictable from one moment to the next.

As part of our Investment Basics Series, we are looking at where stock market returns really come from and why that matters.

Obviously, before you can invest, you have to save. But knowing this is true does not always make it easy to do.

Recency bias leads us to believe that this summer has been overloaded with more major events than in previous years.

When it comes to single-stock ETFs, it can actually turn into a case of the wrong thing done for the wrong reason.

The benefits of ingenuity and innovation are widely dispersed throughout the economy, often in unpredictable ways.

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.