Guide Special Report The ETF Advantage September 9, 2022 Understanding the Benefits and Risks of Exchange-Traded Funds The popularity of Exchange-Traded Funds (ETFs) has skyrocketed in recent years, and for good reason. The combination of low costs and a reputation for tax-efficiency have made ETFs an attractive portfolio option for investors big and small. But despite their popularity, ETFs remain … Read Morekeyboard_arrow_right
Guide Special Report 2022 Year-End Thoughts for Your Portfolio and Personal Life November 17, 2022 When the days get shorter, it also means time is running out to make year-end tax-saving moves. This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio now may help prevent bigger headaches and tax bills come April. Topics include: Considerations on … Read Morekeyboard_arrow_right
Guide Special Report Fidelity vs. Vanguard August 19, 2022 Which Funds Are Best for You? Fidelity vs. Vanguard. Contrafund vs. 500 Index. Active vs. passive investing. The hidden pitfalls and profit potential of both… and what difference could it make to you? We’ve spent more than 25 years specializing in both Fidelity and Vanguard mutual funds, and that gives us … Read Morekeyboard_arrow_right
Article A Long-Term Care Insurance Checkup July 5, 2022 You buy insurance to protect against big, expensive misfortunes. For example, it’s common to buy homeowners insurance so you won’t be wiped out and left without a roof over your head should disaster strike. Fortunately, many of us will never actually need to tap our home insurance. However, there is one big … Read Morekeyboard_arrow_right
Guide Special Report The 5 Steps to Thriving in Volatile Markets June 3, 2022 Whenever the U.S. stock market hits a rough patch, it’s hard to escape the relentless reports of doom and gloom. Turn on the television or radio, or surf the web and you’re confronted with worrisome headlines that bemoan every dip and dive in the markets. The constant drone of bad news, stoked … Read Morekeyboard_arrow_right
Article Boost the Sale of Your Business December 3, 2021 Selling your business can be nearly as exciting as building it. But there’s a lot to consider. In some cases, the emotional aspect of selling what you’ve created adds a new level of complexity. The best way to rise above the distractions is to focus your attention on the elements that matter … Read Morekeyboard_arrow_right
Article Advanced Charitable Giving Strategies November 26, 2021 Charitable giving allows you to have an impact on the world and reduce your taxable income—both are front of mind as the year draws to a close. Of course, not all giving approaches are created equal. Here are some advanced strategies that can pay dividends to you, your … Read Morekeyboard_arrow_right
Article Is the 60/40 Investing Approach Still Sound? August 4, 2021 Is the 60/40 Investing Approach Still Sound? In the current low-yield environment, it’s a question we get frequently: Is the 60/40 approach still a smart investment strategy? If so, are bonds the right balance to stocks right now or are there other/better options? The short answer: Yes, the 60/40 approach remains … Read Morekeyboard_arrow_right
Article 4 ‘Human Errors’ Investors Can Avoid July 16, 2021 To err is human. Research in behavioral economics has shown that investors are just like other people—well-intentioned but fallible. Even experienced investors can make costly mistakes with their money. Here are four everyday behaviors that can lead to a financial faux pas—and how to avoid them. Buying based on limited information. Choosing … Read Morekeyboard_arrow_right
Article Annuities 101 June 27, 2022 They aren’t for everyone, but rising interest rates are making annuities look more attractive for a subset of investors and others seeking retirement income. Let’s begin with the basics: At its core, an annuity is an agreement you make with an insurance company where you pay them and then they pay you … Read Morekeyboard_arrow_right