Financial + Investment + Retirement Blog

Investors should understand that IPOs have generally underperformed broader market benchmarks in recent decades and their fundamental characteristics suggest lower expected returns.

If you have investment accounts at USAA, you’re likely asking yourself, “What does Schwab's acquisition of USAA mean to me?” Even though you had no input in the decision doesn’t mean you’re not entitled to answers to some basic questions.

The ABLE account was created to offer a better quality of life for those with qualifying disabilities.

News headlines are often written to grab attention. A headline publicizing a 500-point move in the Dow may trigger an emotional response and, depending on the direction, sound either exciting or ominous enough to warrant reading the article. However, after digging further, we can see that the insights of such headlines offer limited information.

As 2018 draws to a close, it is time to consider year-end financial planning strategies and begin considering your finances for the new year. To help you get started, we've put together an organizational list of key planning items to consider.

Credit reporting agency, Experian, recently conducted a study which found that one in four children will likely be affected by identity theft before adulthood, and given these recent findings, we wanted to offer steps for parents to consider taking to help mitigate this risk.

Embarking on a financial plan is like sailing around the world. The voyage won’t always go as planned, and there’ll be rough seas, but the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

Inflation is an important consideration for many long-term investors. By combining the right mix of growth and risk management assets, investors may be able to blunt the effects of inflation and grow their wealth over time.

There are several considerations to make regarding your retirement plan required minimum distributions, and the changing laws and numerous exceptions do not make the decision any easier.