Investing

Latest Articles

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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 Oct 30, 2023
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  What is a certified retirement counselor (CRC)?

  Learn how CRCs can help you with retirement planning.

  3 min read Oct 30, 2023
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  Is there real magic in the market? Unmasking the Halloween Effect

  Here’s how the Halloween Effect works and what returns you might expect.

  5 min read Oct 30, 2023
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  What is a holding period?

  The holding period is the amount of time between the purchase and sale of a security.

  3 min read Oct 27, 2023
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  Ordinary vs. qualified dividends: What’s the difference?

  Qualified dividends are taxed at a lower rate than ordinary dividends.

  3 min read Oct 26, 2023
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  Best S&P 500 stocks for dividend growth

  These S&P 500 stocks have grown their dividends the most over the past decade.

  3 min read Oct 26, 2023
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  Return on capital employed (ROCE): Definition and how to calculate

  ROCE is useful for comparing companies of similar size within the same industry.

  5 min read Oct 25, 2023
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  What is a crypto winter?

  When the crypto market declines and stays stagnant for a significant amount of time, it’s a crypto winter.

  3 min read Oct 25, 2023
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  Do I need a financial advisor for my 401(k)?

  Confused by your 401(k) plan? Here’s how a financial advisor can help.

  3 min read Oct 25, 2023
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  What is a leverage ratio?

  Learn about these useful ratios, including debt-to-equity and interest coverage.

  5 min read Oct 25, 2023
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  Essential year-end moves for savvy investors: A checklist of 6 tips now

  Protect your wealth from inflation’s erosive effects.

  4 min read Oct 24, 2023
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  What is opportunity cost?

  Opportunity cost = the trade-off

  5 min read Oct 24, 2023
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  How financial advisors can help with estate planning

  Need help navigating the estate planning process? An advisor can help.

  4 min read Oct 23, 2023
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  What is a fiduciary duty?

  Many professions can have a fiduciary duty.

  4 min read Oct 23, 2023
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  8 ways to get free financial advice

  If you can’t afford an advisor, you still have places you can look first for free or cheap advice.

  3 min read Oct 23, 2023
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  Best ETFs for rising interest rates

  With interest rates rising, potentially for years, these ETFs may be well-positioned to thrive.

  4 min read Oct 23, 2023
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  Do I need a financial advisor to achieve financial freedom?

  How financial advisors can help you achieve financial freedom.

  7 min read Oct 23, 2023
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  What is an asset manager?

  How asset managers can help grow your portfolio over time.

  2 min read Oct 20, 2023
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  What is an asset protection trust (APT)?

  Learn how to safeguard your wealth with an asset protection trust.

  6 min read Oct 19, 2023
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  Hidden risks of index funds: What investors should know

  These seven stocks have a major impact on your index fund returns.

  3 min read Oct 19, 2023