Investing

Latest Articles

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  Why do investors diversify their portfolios?

  It’s easier than ever to create a portfolio that’s well-diversified.

  5 min read Feb 12, 2025
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  3 key reasons for the recent surge in gold prices

  Gold is up as tariffs shake markets and central banks diversify reserves.

  2 min read Feb 12, 2025
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  I just opened a Coverdell education savings account. What investments can I choose?

  Here are the investments available in a Coverdell ESA and what you need to know. 

  2 min read Feb 12, 2025
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  Robo-advisors vs. financial advisors: How to decide which is best for you

  The industry has begun to embrace robo-advisors, merging their automation with traditional financial advice.

  7 min read Feb 11, 2025
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  Are we in a crypto bubble? 3 ways to identify one and how to stay protected

  Think crypto might be in a bubble? How to protect your portfolio.

  3 min read Feb 11, 2025
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  Do I need a financial advisor for Social Security?

  Here’s how an advisor can help you make smart choices with Social Security.

  4 min read Feb 11, 2025
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  Should I convert my Roth IRA into a 529 plan?

  Moving IRA funds into a 529 plan could trigger fees, but you can avoid a penalty.

  5 min read Feb 10, 2025
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  529 plan contribution limits for 2025: What college savers need to know

  Unlike other tax-advantaged accounts, there are no federal contribution limits on 529 plans.

  3 min read Feb 10, 2025
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  Crypto staking: What is it and how much can you earn in rewards?

  Staking rewards are income paid to crypto owners who validate a cryptocurrency’s transactions.

  7 min read Feb 10, 2025
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  What is the Capital Asset Pricing Model (CAPM)?

  Here’s how the capital asset pricing model works.

  4 min read Feb 10, 2025
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  Strike price vs. exercise price: What’s the difference?

  These two terms are interchangeable when it comes to options trading.

  2 min read Feb 10, 2025
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  How to use a SWOT analysis to evaluate a stock

  How a SWOT analysis can help you identify your next investment.

  2 min read Feb 07, 2025
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  How does inflation impact bonds?

  Here’s how inflation impacts bond prices and what investors need to know. 

  3 min read Feb 07, 2025
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  Should I invest while saving money for a down payment?

  Saving for a home may involve some hard choices. We’ll help you sort them.

  7 min read Feb 07, 2025
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  Best blockchain ETFs: Here’s how you can invest in the backbone of crypto

  These funds can give you access to companies involved in blockchain technology.

  4 min read Feb 07, 2025
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  6 things every beginning crypto investor should know

  Start small, diversify your portfolio and never invest more than you can afford to lose.

  7 min read Feb 06, 2025
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  Covered call funds: Here’s how they work

  Covered call funds can boost income and protect from market downturns, but be aware of the drawbacks.

  4 min read Feb 05, 2025
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  How are municipal bonds taxed?

  Here’s what investors should know about municipal bond taxes.

  2 min read Feb 05, 2025
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  How to invest in your 20s: 7 tips to get started

  You don’t need thousands of dollars to start saving for goals like retirement or travel.

  10 min read Feb 04, 2025
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  What is an average annual yield?

  Use this number along with others for investment analysis.

  4 min read Feb 04, 2025