People Have Memories. Markets Don’t.
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.
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.
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.