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.
"Sellers were out in force on the market today after negative news on the economy." It's a common line in TV finance reports. But have you ever wondered who is buying if so many people are selling?
With school back in session, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the issue.
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.
Insights from financial science suggest you should direct your investment efforts to the things you can control. These include taking account of your own preferences and sensitivities when choosing investment strategies, diversifying your allocation to moderate the ups and downs, being mindful of the impact of fees, and exercising discipline when emotions threaten to blow you off course.
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.
A key part of a good long-term investment experience is being able to stay with an evidence-based investment philosophy, even during unsettled times. A strategic, transparent investment approach backed by decades of academic research is the answer to being prepared to face uncertainty and that approach has historically captured the long-term returns of capital markets most effectively.
The Tax Cuts and Jobs Act of 2017 enacted last December provided the most sweeping changes to the US tax code in more than 30 years. It included more than 500 pages. Here is a quick overview of the changes and details on how they may affect your taxes.