Mutual funds must make regular capital gain distributions to shareholders. Here's how it works, as well as what to expect for tax planning.
Year End Capital Gain Distributions
3 Actions That Help You Reap Big Rewards on Your 401(k)
Contributing to a 401(k) is great. But you need to do more to ensure you reap the plan's full benefits.
Record GDP Growth Rate Announced
The U.S. has posted record GDP growth for the third quarter. Can it continue? The answer isn't black and white.
Why is the Stock Market Doing So Well? Or is it?
Have you wondered why the stock market continues to do so well despite the absence of strong economic news? This may help shed some light on what's happening.
Mutual Fund Investors Could Face Unpleasant Surprise
This year's extreme market volatility may have significant tax consequences for mutual fund investors. Here's what you need to know.
Cash is King
When building an investment portfolio, it's important to consider cash in the mix. Learn the many reasons why, and how to determine how much cash is right for your financial plan.
Separating Fact from Opinion
Every day, headlines grab our attention. Sometimes we even act on what we read. So the question is, how do you separate fact from opinion?
Personal Market Reflections
A 30-year industry veteran recently said this was one of the most fascinating times he has seen in his entire career. Here's what he has to say.
What to do During Times of Extreme Market Volatility
Investors of all ages are worried. We are experiencing extreme volatility in the global markets. What can you do to stop the bleeding?
Our View on the Coronavirus and How it is Impacting Markets
The Coronavirus has dominated the news cycle of late, and markets are clearly reacting to the news because the outcome is unknown. Fear is driving decisions to sell, so we want to share our thoughts about this week's reaction.
Saving the Planet, One Step (and One Investment) at a Time
Saving the planet is not a one-person job, but each of us can contribute in different ways. Some enjoy a socially-conscious investing style called SRI. Find out if it's right for you.
Why the Fed Cut Rates and What it Means
The Federal Reserve lowered the target for the Federal Funds rate by a quarter of a percentage point. The cut was expected; but was it enough, and where is the Fed headed from here?
Why the Federal Reserve May Cut Rates, and What it Means for Your Portfolio
The Federal Reserve Open Market Committee has met and decided not to change interest rates. They are, however, considering a future rate cut. Here is why this is a curious move.
REMINDER: There’s Still Time to Contribute to an IRA for 2018
It's not too late to contribute to an IRA for 2018. Here's what you need to know.
The Gift of Perspective
This article illustrates an important fact: Perspective is a gift.
The Grass is Not Always Greener on the Other Side
Everybody wants to be in on the ground floor of the next big investment idea. This year, we're getting a lot of questions about the Marijuana industry. With medical usage now legal in most states, and well-established companies looking to enter the industry, is this a slam-dunk investment opportunity? Let's discuss.
Three Changes to Retirement Accounts You Should be Aware of
Lost in all the tax changes that went into effect this year were several changes made to IRA and Roth IRA accounts that bear mentioning. Read about them here.
What to do in the Face of Volatility
Volatility in the stock market has returned. Here's some advice.