Lump-Sum Investing vs. Dollar-Cost Averaging - Which Should You Choose?
When you have new cash, should you invest it in your portfolio all at once, or over time? Here's our guide to the benefits and drawbacks of each approach.
Get a Checkbook For Your IRA
Looking to save on your tax bill, while fulfilling your charitable goals? If you're over age 72 and have an IRA, a Qualified Charitable Distribution may be a good option, even if you don't itemize your taxes.
Young Investors Meet Maximum Growth
To parents of young adult children: if you’re wondering what’s the best way to offer a young adult a way forward in life it’s hard to imagine more bang-for-buck than a Roth IRA.
Presidential Elections & The Stock Market: Is There a Correlation?
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.
With COVID-19 Concerns, Cyber Monday Will Be Crucial For Holiday Shoppers. As You Shop, Keep These 7 Cybersecurity Tips in Mind
Being able to do all your shopping online is a huge convenience - especially amidst COVID-19. Follow these 7 tips before shopping online.
Roth Conversions: What You Need to Know
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.