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?

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?

Let’s take a closer look at what to make of all the commentary about inflation, and what you can do about it as an investor.

If you have been putting off your estate planning, taking the initial steps can be daunting, but also liberating at the same time.

As companies grow to become some of the largest that are trading on the US stock market, the returns that push them there can be impressive.

When you pass, somebody will need to settle your estate. So why do so many families procrastinate when it comes to essential estate planning?

Stock market declines over a few days or months have lead to many investors questioning if we should anticipate a down year.

History suggests that making decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes.

You have likely heard the terms SPAC (Special Purpose Acquisition Company) or NFT (Non-Fungible Token) in the news lately. But what exactly do they mean?

Do network effects provide the largest tech companies with advantages that lead to business and stock market success? Not necessarily.

Social media investors have recently banded together on unconventional platforms to drive up the prices of a handful of “meme stocks.”