So you’re thinking about giving a family member some money to help with a down payment on a home. Or maybe you want to help contribute to a college fund for your grandkids. But you have heard about a...
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Early Environmental Social and Governance (ESG) Investing Twenty years ago, when someone asked for my guidance on choosing an environmentally friendly investment strategy, there were very few choices. One or two companies offered “green” mutual funds that invested in...
Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account for medical expenses now or in the future. The changes for 2023 increased HSA contribution limits by $200 for...
Corporations bet on themselves by making strategic decisions that are aimed at increasing the company’s value over the long term. This may involve taking calculated risks and investing in new initiatives that have the potential to generate future growth...
Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those looking to invest for the short-term, there are multiple options available. What is a Short-Term Investment? Short-term investments are...
Cryptocurrency Has Become Too Big to Ignore Cryptocurrency has recently become one of the most popular and interesting markets in all of finance. It has enticed millions of new investors in the past couple of years and has become...
What to Expect in the Future From the Federal Reserve? The Federal Reserve met this month for their second meeting of the year and raised rates by 0.25%. The Fed will meet 6 more times this year and announced...
“Success seems to be largely a matter of hanging on, after others let go.” – William Feather Winners don’t quit the stock market. Period. Investors always win over the long term. It’s quite easy to see in the chart,...
Is the Bull market over? Are rising interest rates going to hurt bonds? Will inflation continue to rise? Why is the market so volatile? Many people are worrying. Maybe you are one of them and ask the same questions....
No one ever sets out to invest money and have it end up as a loss, but over time, most investors will end up with some winners and some losers. A strategy called tax-loss harvesting is a way to...