Latest Insights Archive
Understanding Mutual Funds, Index Funds, and ETFs
It’s common knowledge that investing in mutual funds, index funds, or exchange-traded funds (ETFs) can help build a diversified portfolio. These funds hold diverse baskets
The Advantages of a Family Trust
Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep
Charitable Giving Is an Investment in Yourself and Others
Charitable Giving Is an Investment in Yourself and Others You may be bracing for that early December feeling — a crisp chill in the air,
The Benefits of Donor-Advised Funds
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,
Investing During a Bear Market
Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over whether one has begun or predicting when one will
Understanding the Charitable Remainder Trust
The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income
An Introduction to Bond Ladders
Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any
How to Weather a Market Correction
Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over
It’s Time to Have “The Estate Plan Talk”
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But
Why Investors Should Avoid Overconcentration
A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation
How Women Can Overcome Obstacles to Retirement
Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but
Preparing for Healthcare Costs in Retirement
For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when
Lesson from the FIRE Movement
The Financial Independence/Retire Early, or FIRE, movement is an investment practice and lifestyle that focuses on saving aggressively and spending frugally so individuals can move
Keeping Your Financial Accounts Cyber-Secure
Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s
4 Tips to Help You Avoid Timing the Market
Sudden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you see your
