Financial Articles

Your average return matters, but more than that, how you average matters.

To truly identify your investment mistakes (and hopefully prevent some along the way), you must first determine what a “mistake” means to you.

f you haven’t yet, you’ll see it in the news headlines soon; Tales of tumultuous future market performance based on which presidential candidate wins the 2024 election. But how serious can you take these forecasts, really?

Contrary to the ageist connotation that often comes along with the word “old”, growing older doesn’t mean your life becomes dull.

You likely hold a variety of things near and dear to your heart, but if you had to choose one focus – one priority – what would it be?

Your attitude toward aging plays a larger role in how well you age than you might realize. As poet Samuel Ullman says, “youth” is a state of mind rather than a mere number of years.

The long-standing assumption of a consistent six-plus percent annualized return for U.S. equities, as supported by historical data, is being challenged.

You want to minimize the money you owe Uncle Sam, and Net Unrealized Appreciation (NUA) is just one of many strategies that can help you do so.

Can the factors that lend to large corporation success also lead you to live a fulfilling life?

As you look for ways to elevate your financial success, make note that while you can find value from public “experts”, take this information with a grain of salt.

You want a retirement income strategy that will last your lifetime, but what’s the best method of achieving that?

You spend decades saving for retirement. Isn’t it worth your time and effort to plan for how you will fill that retirement with your most purposeful, happiest years?