A Bear Market Can Be a Glass Half-Full

Is the glass half-full or half-empty? The question is usually asked to gauge a given respondent’s relative optimism (“It’s half-full, of course!”) or pessimism (“Half-empty, naturally…”). It’s the same glass. … Read more

Posted on September 26, 2022 by
what is volatility

Investment Mistakes to Avoid: Panicking When Stocks Decline

Has there ever been a crazier and more volatile time in the stock market than right now? The short answer is yes, of course there has. Many times, and much … Read more

Posted on April 7, 2022 by

How To Stay Invested, Even During Stormy Markets

The last few years in the stock market have been a weird and wild ride, for sure. There seemed to be no end to the rise of so-called growth stocks, … Read more

Posted on February 3, 2022 by

6 Steps Toward Making the Upcoming Tax Season Stress-Free

Once again the whole world seems to be rushing toward the end of December, headlong into a long holiday break. Soon, however, it will be over and a new year … Read more

Posted on January 6, 2022 by

Take Your Money With You When You Leave A Job

Americans have a lot of money saved up in workplace retirement plans — around $10.4 trillion and counting. Given that the average American has up to 12 jobs over a … Read more

Posted on December 23, 2021 by

Investment Mistakes to Avoid: Chasing Returns

Every investor feels it, at one time or another — return envy. You might be in a mutual fund that has given you great reason to rejoice over the decades. … Read more

Posted on November 30, 2021 by

Am I Saving Enough? Or Saving Too Much?

It’s tough to make predictions, especially about the future, as baseball legend Yogi Berra would put it. It’s even harder to make even broad guesses about the future of your … Read more

Posted on November 1, 2021 by

Understanding The Step-Up Rule On Inherited Assets

One of the ways that Congress collects taxes from citizens is by taxing investments. You pay a tax when you sell a stock at a gain, for instance, which is … Read more

Posted on October 7, 2021 by

Your Market Jitters Might Mean You Should Rebalance

Feeling edgy about the stock market? Don’t be embarrassed. It’s a perfectly normal feeling. Any time things go well it’s understandable that you might take a step back and ask, … Read more

Posted on August 30, 2021 by

5 Ways Your Retirement Account Can Grow Automatically

The backbone of growing a retirement account can be summed up in two words: save more. Easier said than done, right? But there’s another axiom that truly moves the needle … Read more

Posted on August 9, 2021 by