investing

Understanding How Investment Returns Are Taxed

Updated for 2025 As Benjamin Franklin famously said: "In this world, nothing can be said to be certain, except death…

3 weeks ago

Is a 30% Stock Market Return Achievable?

This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…

1 year ago

How to Make the Most of a Health Savings Account (HSA) in 2023

Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account…

2 years ago

Inflation Risk – Is Your Money Safe at the Bank?

According to a survey by the Society of Actuaries, one of retirees' biggest fears is investment losses. According to their…

3 years ago

The Two Pros & Two Cons of Short-Term Investments

Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those…

3 years ago

Market Volatility? Stay the Course.

Is the Bull market over?  Are rising interest rates going to hurt bonds?  Will inflation continue to rise? Why is…

3 years ago

All Aboard the Investment Train!

Currently, there are very few places to grow one’s money better than investing in the stock market. And many people…

4 years ago

Are you experiencing Financial FOMO?

We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail…

4 years ago

Live Happy and FIRE

Retirement is changing.  There is a shift taking place on how we retire and who can help us get there. …

6 years ago

Staying the Course

Staying the Course Investors tend to see short-term volatility as the enemy.  Volatility may lead many investors to move money…

6 years ago