The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…
Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…
There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…
There really is a purpose behind required minimum distributions (RMD) of tax-advantaged retirement accounts. IRAs and employer-sponsored retirement plans feature tax-deferred income contributions and earnings growth throughout the lifetime of…
The Social Security Administration (SSA) recently announced a new cost-of-living adjustment (COLA) starting in 2021. Beneficiaries can expect a 1.3% increase in their income payouts next year, which is actually…
Some people believe that climate change is exacerbated by human intervention, while others argue that humans are not a factor. Regardless of what may or may not influence extreme weather…
A recent survey by the National Endowment for Financial Education found that almost 90% of Americans were feeling anxious about their money situation.1 39% were worried about job security 48%…
Good financial advisers spend a fair amount of time harping on the value of solid tax planning — even if their clients might not want to hear it. No one…
Market Trends to Watch The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance…
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