Financial Articles

Investing doesn't have to be overwhelming. This guide offers a simple 12-question checklist to help you evaluate any potential investment.

It's natural to become more cautious with your investments as you approach or enter retirement. Understanding what "risk" really means for you is critical.

Rebalancing your portfolio – buying and selling to maintain your desired risk level – is a common investment practice. But how you decide when to do that matters!

Stoicism, an ancient philosophy originating in Greece, has gained popularity among various groups, including those seeking guidance in financial matters.

Just like unexpected detours during a road trip can lead to increased expenses, the combination of market volatility and withdrawing money from your investment accounts can lead to sequence of returns risk.

Spot bitcoin exchange-traded funds (ETFs) have recently been approved by the U.S. Securities and Exchange Commission (SEC) after more than a decade of anticipation.

An overly luxurious lifestyle isn’t sustainable for most people, and will ultimately destroy your wealth.

Have you ever abandoned a 401(k) account when changing jobs? Approximately $1.65 trillion is estimated to be sitting in such orphan accounts, representing the savings of 30 million workers.

Financial experts like to claim that the stock market is efficient and unbeatable. However, Wall Street has repeatedly proven otherwise, particularly with the “Halloween effect” - a pattern where significant stock market gains occur from Halloween until May, defying logic and the efficient market hypothesis.

Charitably minded? Donor-advised funds (DAFs) offer individuals a cost-effective and flexible way to incorporate charitable giving into their estate plans. A DAF is established with a charitable organization, allowing donors to contribute various assets while retaining advisory privileges over fund distribution and investment.

You might be familiar with lists claiming to reveal the secrets to success, such as those detailing habits of successful entrepreneurs or traits of millionaires.

Retirees often include visits to national parks on their bucket lists, and the National Park Service helps to cater to retirees by offering discounted passes for seniors aged 62 and over.