Financial Articles

Are we in the midst of an EPIC bull market? Author Ben Carlson reflects on the legendary bull market of the 1980s and 90s, during which the S&P 500 saw nearly 18 percent annual returns.

How should you factor the possibility of tax rate increases into your retirement plan?

When you implement a comprehensive tax strategy, you create a barrier to help protect your retirement income from Uncle Sam. Here, author Mike Piper explores the concept of "tax torpedoes" in retirement, where marginal tax rates can be much higher than expected due to the way certain tax provisions interact.

As technology evolves, so does the nature of online scams, making it more important now than ever to protect your data and lifelong savings.

You’re likely familiar with the concept of a traditional estate plan, where if you include an inheritance to beneficiaries, the assets are dispersed upon your passing. However, an alternative concept exists, called a "living inheritance".

A major – albeit common – psychological quirk in human nature is the tendency to focus on potential gains while downplaying risks. This optimistic outlook drives progress, entrepreneurship, and innovation, but can also lead you to poor decision-making if left unchecked.

A recent Financial Times article titled "Past Performance Is a Public Enemy" argues that stocks leading in one calendar year rarely repeat their success in the next. While this may seem like a warning against relying on past performance for future investment decisions, author John Rekenthaler believes the evidence is incomplete.

Here’s a little-known tax tip for IRA distributions: Taxes withheld from an IRA distribution are treated by the IRS as if they were withheld evenly throughout the year, regardless of when the distribution occurs. This can help you avoid penalties for underpayment, even if you withhold taxes late in the year.

Do you approach big purchases you’re passionate about with open arms – or apprehension? For those we sometimes call “tightwads”, psychological challenges are the culprit of struggling to spend money, despite being financially well-off.

News headline scare tactics aside, Social Security isn’t going anywhere. In fact, it remains a substantial asset (comparable to a large lump sum) in your retirement portfolio.

When you approach investment decisions, it’s vital to be conscious of your emotions, specifically regarding risk and uncertainty.

What lessons learned from skiing can you apply to investing? Author Luca Dellanna shares that with much like in a ski competition, successful investors are not typically the fastest, but the ones who avoid irreversible losses that succeed.